+25.9%
BDX vs PLTU
-18.5%
+44.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -9.0% | +7.5% | -1.4% |
| 7D | -2.5% | -13.6% | +11.1% | -2.4% |
| 30D | +8.3% | +16.7% | -8.4% | +8.1% |
| 3M | +24.4% | +29.6% | -5.2% | +23.8% |
| 6M | +9.2% | -0.1% | +9.3% | +8.6% |
| YTD | +22.7% | -31.5% | +54.2% | +22.1% |
| 1Y | +25.9% | -19.7% | +45.6% | +27.7% |
| All | +25.9% | -18.5% | +44.4% | +27.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling