+68.1%
BEN vs PLTU
+140.2%
-72.1%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.8% | -0.7% | -1.5% |
| 7D | +3.4% | -0.8% | +4.1% | +3.3% |
| 30D | +1.8% | -8.8% | +10.6% | +2.1% |
| 3M | +8.4% | +41.7% | -33.3% | +4.5% |
| 6M | +35.6% | -9.3% | +44.9% | +33.3% |
| YTD | +46.4% | -35.2% | +81.6% | +46.1% |
| 1Y | +46.3% | -29.5% | +75.8% | +43.1% |
| All | +68.1% | +140.2% | -72.1% | +35.0% |
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