+4.5%
BA vs PLTU
+124.7%
-120.3%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.6% |
| 7D | 0.0% | -9.2% | +9.3% | +0.6% |
| 30D | -8.9% | -37.3% | +28.4% | -5.8% |
| 3M | -25.5% | -14.7% | -10.8% | -25.3% |
| 6M | -27.0% | +17.3% | -44.2% | -30.4% |
| YTD | -20.1% | -39.4% | +19.3% | -20.2% |
| 1Y | -11.0% | -50.6% | +39.6% | -9.6% |
| All | +4.5% | +124.7% | -120.3% | -16.1% |
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