-30.1%
BITO vs PLTU
+133.3%
-163.4%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.2% |
| 7D | -3.4% | -8.1% | +4.7% | -2.6% |
| 30D | +21.4% | -7.0% | +28.4% | +22.0% |
| 3M | +20.5% | +40.0% | -19.5% | +13.2% |
| 6M | +7.4% | -6.0% | +13.4% | +4.1% |
| YTD | -13.9% | -37.1% | +23.2% | -14.0% |
| 1Y | -35.1% | -33.1% | -1.9% | -36.1% |
| All | -30.1% | +133.3% | -163.4% | -42.5% |
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