+71.1%
BEN vs PLTU
+154.0%
-82.9%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -9.0% | +12.5% | +4.0% |
| 7D | +0.2% | -13.6% | +13.8% | +0.9% |
| 30D | -0.5% | +16.7% | -17.2% | -1.8% |
| 3M | +9.7% | +29.6% | -19.8% | +6.4% |
| 6M | +33.9% | -0.1% | +34.0% | +30.8% |
| YTD | +49.0% | -31.5% | +80.5% | +48.3% |
| 1Y | +42.1% | -19.7% | +61.8% | +37.7% |
| All | +71.1% | +154.0% | -82.9% | +36.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling