+45.8%
BEN vs PLTU
-35.5%
+81.3%
-19.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.4% | +3.0% | -1.2% |
| 7D | +0.3% | -17.7% | +18.1% | +0.9% |
| 30D | +0.9% | -12.5% | +13.4% | +1.2% |
| 3M | +9.2% | +39.5% | -30.3% | +6.9% |
| 6M | +36.8% | -7.0% | +43.7% | +35.0% |
| YTD | +44.4% | -38.1% | +82.5% | +42.9% |
| 1Y | +45.8% | -36.0% | +81.8% | +47.7% |
| All | +45.8% | -35.5% | +81.3% | +47.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling