-18.2%
BAX vs PLTU
+142.1%
-160.4%
-56.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.7% | +0.9% | -3.6% |
| 7D | -2.4% | -11.6% | +9.2% | -2.2% |
| 30D | -9.7% | -4.6% | -5.1% | -9.7% |
| 3M | +29.3% | +33.7% | -4.5% | +27.6% |
| 6M | +40.7% | -9.4% | +50.1% | +39.5% |
| YTD | +30.3% | -34.7% | +65.0% | +29.7% |
| 1Y | +3.4% | -23.2% | +26.6% | +1.8% |
| All | -18.2% | +142.1% | -160.4% | -24.8% |
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