-15.1%
BAX vs PLTU
+121.9%
-137.0%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.2% | +4.5% | +0.4% |
| 7D | +0.1% | +9.0% | -9.0% | -0.2% |
| 30D | +4.1% | -33.0% | +37.1% | +5.0% |
| 3M | -4.5% | -19.0% | +14.4% | -4.3% |
| 6M | +49.2% | +30.4% | +18.8% | +46.7% |
| YTD | +35.2% | -40.2% | +75.4% | +34.7% |
| 1Y | +38.3% | -37.8% | +76.1% | +37.3% |
| All | -15.1% | +121.9% | -137.0% | -21.9% |
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 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