+7.1%
XRT vs PLTD
-77.8%
+85.0%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.6% | -3.7% | +1.4% |
| 7D | +0.8% | +5.9% | -5.1% | +1.4% |
| 30D | -4.2% | -11.6% | +7.4% | -5.2% |
| 3M | +5.1% | -29.9% | +35.0% | +2.5% |
| 6M | +2.4% | -28.5% | +30.9% | +0.5% |
| YTD | +3.2% | -20.4% | +23.6% | +3.0% |
| 1Y | +1.5% | -33.3% | +34.8% | -0.5% |
| All | +7.1% | -77.8% | +85.0% | -8.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling