+20.2%
XLV vs PLTU
+129.7%
-109.6%
-13.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -4.4% | +3.8% | -0.5% |
| 7D | -4.4% | -17.7% | +13.3% | -4.1% |
| 30D | -1.4% | -12.5% | +11.1% | -1.3% |
| 3M | +8.9% | +39.5% | -30.6% | +8.0% |
| 6M | +9.1% | -7.0% | +16.1% | +8.6% |
| YTD | +7.9% | -38.1% | +46.0% | +8.2% |
| 1Y | +22.7% | -36.0% | +58.7% | +22.4% |
| All | +20.2% | +129.7% | -109.6% | +13.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling