+16.3%
XLU vs PLTD
-77.2%
+93.5%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | +0.6% | -0.9% | +1.6% | +0.6% |
| 30D | -0.4% | +1.3% | -1.8% | -0.4% |
| 3M | -1.7% | -32.9% | +31.1% | -2.4% |
| 6M | -7.1% | -24.9% | +17.8% | -7.1% |
| YTD | +1.9% | -18.2% | +20.2% | +2.6% |
| 1Y | +6.1% | -28.7% | +34.8% | +6.1% |
| All | +16.3% | -77.2% | +93.5% | +7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling