+713.5%
BE vs PLTU
+121.9%
+591.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -4.2% | -0.7% | -4.1% |
| 7D | +10.8% | +9.0% | +1.8% | +9.3% |
| 30D | -19.8% | -33.0% | +13.2% | -13.7% |
| 3M | -18.7% | -19.0% | +0.3% | -16.1% |
| 6M | -33.7% | +30.4% | -64.1% | -41.0% |
| YTD | +121.0% | -40.2% | +161.1% | +123.4% |
| 1Y | +85.4% | -37.8% | +123.2% | +86.4% |
| All | +713.5% | +121.9% | +591.6% | +494.4% |
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 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