+3.4%
BLK vs PLTU
+129.7%
-126.3%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.6% |
| 7D | -5.2% | -17.7% | +12.6% | -4.1% |
| 30D | -7.0% | -12.5% | +5.5% | -6.5% |
| 3M | +5.7% | +39.5% | -33.8% | +2.1% |
| 6M | +11.0% | -7.0% | +18.0% | +9.1% |
| YTD | +0.9% | -38.1% | +39.0% | +1.3% |
| 1Y | -1.6% | -36.0% | +34.4% | -2.8% |
| All | +3.4% | +129.7% | -126.3% | -16.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling