+6.1%
BN vs PLTD
-76.4%
+82.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.2% | +2.3% | -1.5% |
| 7D | +5.3% | +13.7% | -8.4% | +7.8% |
| 30D | +11.9% | +18.4% | -6.5% | +15.5% |
| 3M | -5.7% | -7.5% | +1.7% | -6.6% |
| 6M | -10.6% | -31.3% | +20.7% | -14.6% |
| YTD | -9.4% | -15.4% | +6.0% | -8.5% |
| 1Y | -8.8% | -18.4% | +9.6% | -8.2% |
| All | +6.1% | -76.4% | +82.5% | -15.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling