-9.8%
XYL vs PLTU
+142.1%
-151.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.7% | +7.6% | +3.2% |
| 7D | +1.8% | -11.6% | +13.4% | +2.3% |
| 30D | -9.2% | -4.6% | -4.6% | -9.2% |
| 3M | -0.3% | +33.7% | -34.0% | -3.0% |
| 6M | -11.0% | -9.4% | -1.6% | -12.1% |
| YTD | -19.2% | -34.7% | +15.5% | -19.0% |
| 1Y | -21.2% | -23.2% | +2.0% | -23.0% |
| All | -9.8% | +142.1% | -151.9% | -25.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling