+83.1%
BHP vs PLTU
+140.2%
-57.1%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.3% |
| 7D | +0.9% | -0.8% | +1.7% | +0.8% |
| 30D | +4.0% | -8.8% | +12.8% | +4.3% |
| 3M | +11.3% | +41.7% | -30.4% | +7.0% |
| 6M | +29.3% | -9.3% | +38.6% | +26.9% |
| YTD | +59.2% | -35.2% | +94.5% | +58.3% |
| 1Y | +80.8% | -29.5% | +110.3% | +77.4% |
| All | +83.1% | +140.2% | -57.1% | +59.5% |
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