-9.9%
XYL vs PLTD
-76.7%
+66.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -0.8% |
| 7D | -1.2% | +9.9% | -11.1% | -0.2% |
| 30D | -13.2% | +3.8% | -17.0% | -12.7% |
| 3M | -0.2% | -32.3% | +32.1% | -3.1% |
| 6M | -12.5% | -25.9% | +13.4% | -13.8% |
| YTD | -20.9% | -16.4% | -4.5% | -20.3% |
| 1Y | -21.6% | -25.2% | +3.6% | -22.0% |
| All | -9.9% | -76.7% | +66.8% | -24.5% |
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