+183.1%
BB vs PLTU
+142.1%
+40.9%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.7% | +6.9% | +2.9% |
| 7D | +0.5% | -11.6% | +12.1% | +1.9% |
| 30D | -12.4% | -4.6% | -7.7% | -12.1% |
| 3M | -15.3% | +33.7% | -49.0% | -21.2% |
| 6M | +128.8% | -9.4% | +138.2% | +121.4% |
| YTD | +107.7% | -34.7% | +142.4% | +109.0% |
| 1Y | +103.9% | -23.2% | +127.1% | +93.5% |
| All | +183.1% | +142.1% | +40.9% | +88.7% |
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