-13.4%
BAX vs PLTU
+134.3%
-147.7%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.3% | -4.6% | -0.4% |
| 7D | -0.6% | -0.9% | +0.3% | -0.7% |
| 30D | +6.3% | -34.7% | +41.0% | +7.3% |
| 3M | -4.6% | -10.8% | +6.2% | -4.6% |
| 6M | +50.4% | +24.1% | +26.3% | +48.1% |
| YTD | +38.0% | -36.8% | +74.9% | +37.2% |
| 1Y | +44.6% | -47.0% | +91.6% | +44.3% |
| All | -13.4% | +134.3% | -147.7% | -20.4% |
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