+36.6%
BP vs PLTD
-16.1%
+52.7%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +2.4% | -6.5% | -4.3% |
| 7D | -8.4% | +14.4% | -22.8% | -9.0% |
| 30D | +2.2% | +8.6% | -6.4% | +1.7% |
| 3M | +8.8% | -9.2% | +18.0% | +9.1% |
| 6M | -0.5% | -29.5% | +29.0% | +1.4% |
| YTD | +36.2% | -20.2% | +56.4% | +36.3% |
| 1Y | +36.6% | -16.5% | +53.1% | +37.6% |
| All | +36.6% | -16.1% | +52.7% | +37.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling