+721.5%
BE vs PLTU
+126.1%
+595.4%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +11.1% | +0.8% | +9.8% |
| 7D | -1.2% | -11.7% | +10.5% | +1.2% |
| 30D | -30.9% | -36.9% | +6.0% | -24.9% |
| 3M | -11.6% | -10.9% | -0.7% | -10.6% |
| 6M | -25.7% | +18.0% | -43.7% | -32.5% |
| YTD | +123.1% | -39.0% | +162.2% | +124.6% |
| 1Y | +43.4% | -41.5% | +84.9% | +46.4% |
| All | +721.5% | +126.1% | +595.4% | +497.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling