+61.1%
BHP vs PLTD
-77.5%
+138.6%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.4% | -1.0% |
| 7D | -0.5% | -4.8% | +4.3% | -1.1% |
| 30D | -4.5% | +16.9% | -21.4% | -2.4% |
| 3M | -6.9% | +2.6% | -9.5% | -6.2% |
| 6M | -10.6% | -36.2% | +25.7% | -14.0% |
| YTD | +37.2% | -19.4% | +56.6% | +36.8% |
| 1Y | +48.0% | -22.5% | +70.6% | +47.1% |
| All | +61.1% | -77.5% | +138.6% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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