-10.7%
XYL vs PLTU
+140.2%
-150.9%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.0% |
| 7D | +0.8% | -0.8% | +1.6% | +0.8% |
| 30D | -10.8% | -8.8% | -2.0% | -10.6% |
| 3M | -2.5% | +41.7% | -44.2% | -5.5% |
| 6M | -12.2% | -9.3% | -2.9% | -13.3% |
| YTD | -20.1% | -35.2% | +15.2% | -19.8% |
| 1Y | -20.6% | -29.5% | +8.8% | -21.9% |
| All | -10.7% | +140.2% | -150.9% | -26.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling