+1.8%
XME vs PLTU
-44.3%
+46.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.2% | +2.6% | -1.1% |
| 7D | +0.3% | +9.0% | -8.7% | -0.6% |
| 30D | -6.1% | -33.0% | +26.9% | -2.8% |
| 3M | -18.6% | -19.0% | +0.4% | -17.7% |
| 6M | -23.9% | +30.4% | -54.3% | -28.5% |
| YTD | -9.3% | -40.2% | +30.8% | -7.5% |
| 1Y | +1.8% | -37.8% | +39.6% | +1.2% |
| All | +1.8% | -44.3% | +46.1% | +1.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling