+17.4%
XLP vs PLTU
+90.0%
-72.7%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -19.6% | +18.9% | -0.9% |
| 7D | +3.5% | -39.1% | +42.6% | +3.2% |
| 30D | +11.6% | -37.6% | +49.1% | +11.3% |
| 3M | +7.6% | -12.7% | +20.4% | +7.5% |
| 6M | +10.0% | +1.7% | +8.3% | +10.0% |
| YTD | +19.7% | -48.8% | +68.5% | +19.7% |
| 1Y | +23.5% | -56.2% | +79.6% | +23.5% |
| All | +17.4% | +90.0% | -72.7% | +14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded PLTU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling