+70.7%
BEN vs PLTU
+142.1%
-71.5%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.7% | +4.4% | 0.0% |
| 7D | +4.7% | -11.6% | +16.3% | +5.3% |
| 30D | +2.6% | -4.6% | +7.2% | +2.6% |
| 3M | +11.5% | +33.7% | -22.2% | +7.9% |
| 6M | +35.3% | -9.4% | +44.7% | +33.0% |
| YTD | +48.6% | -34.7% | +83.3% | +48.3% |
| 1Y | +46.7% | -23.2% | +69.9% | +42.4% |
| All | +70.7% | +142.1% | -71.5% | +37.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling