+1.4%
BIDU vs PLTU
+129.7%
-128.3%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.4% | +2.8% | -1.3% |
| 7D | -5.2% | -17.7% | +12.5% | -4.0% |
| 30D | -14.5% | -12.5% | -2.0% | -13.9% |
| 3M | -22.9% | +39.5% | -62.4% | -26.0% |
| 6M | -27.8% | -7.0% | -20.8% | -29.3% |
| YTD | -30.7% | -38.1% | +7.4% | -30.7% |
| 1Y | -15.8% | -36.0% | +20.2% | -17.0% |
| All | +1.4% | +129.7% | -128.3% | -17.7% |
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