+4.5%
BA vs PLTU
+103.5%
-99.0%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +7.1% | -6.6% | -0.1% |
| 7D | +1.1% | -25.3% | +26.4% | +3.3% |
| 30D | -7.9% | -34.5% | +26.6% | -5.1% |
| 3M | -25.3% | -3.4% | -22.0% | -26.0% |
| 6M | -24.6% | +12.4% | -37.0% | -27.9% |
| YTD | -20.1% | -45.1% | +25.0% | -19.5% |
| 1Y | -11.8% | -45.7% | +33.9% | -11.7% |
| All | +4.5% | +103.5% | -99.0% | -15.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling