+21.8%
XLV vs PLTD
-77.2%
+99.0%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.3% |
| 7D | -3.7% | -0.9% | -2.8% | -3.7% |
| 30D | -1.1% | +1.3% | -2.4% | -1.0% |
| 3M | +8.2% | -32.9% | +41.1% | +7.4% |
| 6M | +8.9% | -24.9% | +33.8% | +8.6% |
| YTD | +8.5% | -18.2% | +26.8% | +8.8% |
| 1Y | +22.3% | -28.7% | +51.0% | +21.8% |
| All | +21.8% | -77.2% | +99.0% | +14.9% |
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