+7.1%
XLRE vs PLTU
+133.3%
-126.2%
-14.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.6% | -0.7% | +0.8% |
| 7D | -1.2% | -8.1% | +7.0% | -1.0% |
| 30D | -2.4% | -7.0% | +4.6% | -2.3% |
| 3M | -2.5% | +40.0% | -42.5% | -3.5% |
| 6M | +4.0% | -6.0% | +10.0% | +3.5% |
| YTD | +9.3% | -37.1% | +46.4% | +9.7% |
| 1Y | +5.6% | -33.1% | +38.7% | +5.1% |
| All | +7.1% | +133.3% | -126.2% | -3.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling