+49.6%
XME vs PLTU
+124.7%
-75.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -0.6% | -1.4% | -1.9% |
| 7D | -0.2% | -9.2% | +9.1% | +0.6% |
| 30D | -9.2% | -37.3% | +28.1% | -5.3% |
| 3M | -17.8% | -14.7% | -3.1% | -17.3% |
| 6M | -20.0% | +17.3% | -37.3% | -24.0% |
| YTD | -6.6% | -39.4% | +32.8% | -6.9% |
| 1Y | +1.8% | -50.6% | +52.3% | +3.0% |
| All | +49.6% | +124.7% | -75.1% | +24.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling