+6.3%
XLRE vs PLTD
-76.7%
+83.0%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.8% |
| 7D | -2.7% | +9.9% | -12.6% | -2.4% |
| 30D | -2.3% | +3.8% | -6.2% | -2.2% |
| 3M | -3.5% | -32.3% | +28.8% | -4.4% |
| 6M | +1.9% | -25.9% | +27.7% | +1.4% |
| YTD | +8.3% | -16.4% | +24.8% | +8.8% |
| 1Y | +6.4% | -25.2% | +31.5% | +6.2% |
| All | +6.3% | -76.7% | +83.0% | -4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 5y: compounded portfolio wealth divided by compounded PLTD 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…
5y analysis · Full analysis span regression · 6 months rolling