+88.9%
XME vs PLTD
-77.2%
+166.1%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.4% | -1.0% | -0.6% |
| 7D | -0.2% | -0.9% | +0.7% | -0.4% |
| 30D | +1.4% | +1.3% | +0.1% | +1.8% |
| 3M | +2.7% | -32.9% | +35.6% | -3.2% |
| 6M | +6.5% | -24.9% | +31.4% | +3.8% |
| YTD | +15.2% | -18.2% | +33.4% | +14.9% |
| 1Y | +43.5% | -28.7% | +72.2% | +40.9% |
| All | +88.9% | -77.2% | +166.1% | +58.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling