+0.5%
BN vs PLTD
-77.3%
+77.8%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -2.2% |
| 7D | -1.2% | +4.5% | -5.7% | -0.3% |
| 30D | -10.9% | -0.7% | -10.2% | -10.8% |
| 3M | -11.1% | -31.0% | +20.0% | -15.3% |
| 6M | -4.4% | -24.8% | +20.5% | -6.5% |
| YTD | -14.1% | -18.6% | +4.4% | -14.0% |
| 1Y | -11.1% | -31.8% | +20.8% | -13.9% |
| All | +0.5% | -77.3% | +77.8% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling