+90.1%
XME vs PLTD
-77.3%
+167.4%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +1.6% |
| 7D | +3.6% | +4.5% | -0.9% | +4.6% |
| 30D | +3.6% | -0.7% | +4.4% | +3.7% |
| 3M | +1.2% | -31.0% | +32.3% | -4.0% |
| 6M | +9.0% | -24.8% | +33.9% | +6.3% |
| YTD | +15.9% | -18.6% | +34.5% | +15.6% |
| 1Y | +43.2% | -31.8% | +75.0% | +39.4% |
| All | +90.1% | -77.3% | +167.4% | +59.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling