-17.7%
XYL vs PLTD
-30.7%
+13.0%
-18.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +4.6% | -6.7% | -1.9% |
| 7D | -5.0% | +5.9% | -11.0% | -4.9% |
| 30D | -13.2% | -11.6% | -1.6% | -13.3% |
| 3M | -3.7% | -29.9% | +26.2% | -4.2% |
| 6M | -17.7% | -28.5% | +10.8% | -17.6% |
| All | -17.7% | -30.7% | +13.0% | -17.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling