-4.7%
BN vs PLTU
-47.9%
+43.2%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -4.5% | +10.5% | +6.3% |
| 7D | +12.0% | -24.5% | +36.5% | +13.5% |
| 30D | +17.0% | -20.2% | +37.2% | +18.1% |
| 3M | -3.2% | +3.1% | -6.3% | -4.1% |
| 6M | -3.9% | +8.7% | -12.6% | -6.1% |
| YTD | -5.6% | -36.2% | +30.7% | -5.9% |
| 1Y | -4.7% | -47.1% | +42.4% | -3.9% |
| All | -4.7% | -47.9% | +43.2% | -3.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling