+6.2%
XLRE vs PLTU
+129.7%
-123.5%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.4% | +3.5% | -0.8% |
| 7D | -2.7% | -17.7% | +15.0% | -2.4% |
| 30D | -2.3% | -12.5% | +10.2% | -2.2% |
| 3M | -3.5% | +39.5% | -43.0% | -4.4% |
| 6M | +1.9% | -7.0% | +8.8% | +1.4% |
| YTD | +8.3% | -38.1% | +46.4% | +8.8% |
| 1Y | +6.4% | -36.0% | +42.4% | +6.0% |
| All | +6.2% | +129.7% | -123.5% | -4.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling