+995.3%
BE vs PLTU
+129.7%
+865.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.4% | -3.3% |
| 7D | +9.7% | -17.7% | +27.5% | +13.1% |
| 30D | +22.4% | -12.5% | +34.9% | +23.9% |
| 3M | +10.4% | +39.5% | -29.1% | -1.9% |
| 6M | +67.9% | -7.0% | +74.8% | +56.7% |
| YTD | +197.5% | -38.1% | +235.6% | +197.7% |
| 1Y | +310.6% | -36.0% | +346.6% | +309.9% |
| All | +995.3% | +129.7% | +865.6% | +692.0% |
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