-21.6%
XYL vs PLTU
-35.5%
+14.0%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.4% | +3.4% | -0.9% |
| 7D | -1.2% | -17.7% | +16.5% | -0.8% |
| 30D | -13.2% | -12.5% | -0.7% | -13.0% |
| 3M | -0.2% | +39.5% | -39.6% | -1.0% |
| 6M | -12.5% | -7.0% | -5.5% | -12.8% |
| YTD | -20.9% | -38.1% | +17.2% | -20.5% |
| 1Y | -21.6% | -36.0% | +14.4% | -21.2% |
| All | -21.6% | -35.5% | +14.0% | -21.2% |
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