+971.5%
BE vs PLTU
+154.0%
+817.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -9.0% | +16.4% | +8.9% |
| 7D | +20.0% | -13.6% | +33.6% | +22.4% |
| 30D | +7.9% | +16.7% | -8.8% | +3.4% |
| 3M | -13.2% | +29.6% | -42.8% | -21.1% |
| 6M | +53.5% | -0.1% | +53.6% | +41.4% |
| YTD | +191.0% | -31.5% | +222.5% | +186.6% |
| 1Y | +360.5% | -19.7% | +380.2% | +341.6% |
| All | +971.5% | +154.0% | +817.5% | +662.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling