+7.2%
BN vs PLTU
+124.7%
-117.5%
-27.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.3% |
| 7D | +4.3% | -9.2% | +13.5% | +4.9% |
| 30D | +14.3% | -37.3% | +51.6% | +18.4% |
| 3M | -4.1% | -14.7% | +10.6% | -3.9% |
| 6M | -9.7% | +17.3% | -26.9% | -14.2% |
| YTD | -7.1% | -39.4% | +32.3% | -7.4% |
| 1Y | -7.4% | -50.6% | +43.1% | -6.0% |
| All | +7.2% | +124.7% | -117.5% | -16.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling