+111.5%
BNY vs PLTU
+133.3%
-21.9%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.5% | 0.0% |
| 7D | -1.3% | -8.1% | +6.8% | -0.9% |
| 30D | -0.2% | -7.0% | +6.9% | -0.1% |
| 3M | +14.9% | +40.0% | -25.1% | +11.3% |
| 6M | +40.0% | -6.0% | +46.0% | +37.7% |
| YTD | +42.0% | -37.1% | +79.1% | +42.3% |
| 1Y | +56.9% | -33.1% | +90.0% | +54.8% |
| All | +111.5% | +133.3% | -21.9% | +79.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling