+6.7%
BLK vs PLTU
+142.1%
-135.5%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.7% | +2.8% | -1.6% |
| 7D | -2.4% | -11.6% | +9.2% | -1.8% |
| 30D | -3.1% | -4.6% | +1.5% | -3.0% |
| 3M | +10.7% | +33.7% | -23.0% | +7.3% |
| 6M | +15.9% | -9.4% | +25.3% | +14.2% |
| YTD | +4.0% | -34.7% | +38.7% | +4.1% |
| 1Y | +1.3% | -23.2% | +24.5% | -1.5% |
| All | +6.7% | +142.1% | -135.5% | -14.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling