+5.2%
BA vs PLTU
+134.3%
-129.1%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.3% | -3.6% | +0.3% |
| 7D | -1.4% | -0.9% | -0.5% | -1.5% |
| 30D | -7.9% | -34.7% | +26.8% | -5.1% |
| 3M | -25.2% | -10.8% | -14.4% | -25.3% |
| 6M | -26.7% | +24.1% | -50.8% | -30.5% |
| YTD | -19.6% | -36.8% | +17.2% | -20.0% |
| 1Y | -10.6% | -47.0% | +36.4% | -9.8% |
| All | +5.2% | +134.3% | -129.1% | -15.9% |
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