+6.7%
XME vs PLTD
-16.1%
+22.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.4% | -3.4% | -0.6% |
| 7D | -5.5% | +14.4% | -19.9% | -2.9% |
| 30D | -11.1% | +8.6% | -19.8% | -9.4% |
| 3M | -11.1% | -9.2% | -1.9% | -12.2% |
| 6M | -18.0% | -29.5% | +11.5% | -20.6% |
| YTD | -7.4% | -20.2% | +12.8% | -5.8% |
| 1Y | +6.7% | -16.5% | +23.2% | +11.3% |
| All | +6.7% | -16.1% | +22.8% | +11.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling