+10.9%
BBY vs PLTU
+129.7%
-118.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.4% | +0.3% |
| 7D | +0.7% | -17.7% | +18.4% | +1.8% |
| 30D | +5.8% | -12.5% | +18.3% | +6.2% |
| 3M | +18.0% | +39.5% | -21.5% | +13.3% |
| 6M | +39.8% | -7.0% | +46.8% | +36.8% |
| YTD | +35.4% | -38.1% | +73.5% | +35.1% |
| 1Y | +21.4% | -36.0% | +57.4% | +19.7% |
| All | +10.9% | +129.7% | -118.9% | -5.4% |
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 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