+83.2%
BHP vs PLTD
-77.8%
+161.1%
-21.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.6% | -5.0% | +0.2% |
| 7D | -2.9% | +5.9% | -8.8% | -2.1% |
| 30D | +3.4% | -11.6% | +15.0% | +2.0% |
| 3M | +4.1% | -29.9% | +34.0% | +0.8% |
| 6M | +20.6% | -28.5% | +49.1% | +17.7% |
| YTD | +56.1% | -20.4% | +76.5% | +54.9% |
| 1Y | +69.6% | -33.3% | +102.9% | +65.6% |
| All | +83.2% | -77.8% | +161.1% | +60.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling