+75.9%
XME vs PLTU
+133.3%
-57.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.6% | -2.6% | -1.1% |
| 7D | -4.2% | -8.1% | +3.9% | -3.4% |
| 30D | -2.7% | -7.0% | +4.3% | -2.5% |
| 3M | -3.9% | +40.0% | -43.9% | -9.4% |
| 6M | -1.0% | -6.0% | +5.0% | -4.0% |
| YTD | +9.8% | -37.1% | +46.9% | +9.6% |
| 1Y | +32.5% | -33.1% | +65.7% | +30.1% |
| All | +75.9% | +133.3% | -57.5% | +46.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling