+39.2%
BP vs PLTD
-32.3%
+71.5%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.3% | +0.1% | +2.3% |
| 7D | +0.9% | +4.5% | -3.6% | +0.7% |
| 30D | +9.1% | -0.7% | +9.9% | +9.1% |
| 3M | +3.9% | -31.0% | +35.0% | +5.5% |
| 6M | +13.6% | -24.8% | +38.5% | +15.8% |
| YTD | +34.0% | -18.6% | +52.6% | +34.8% |
| 1Y | +39.2% | -31.8% | +71.0% | +41.0% |
| All | +39.2% | -32.3% | +71.5% | +41.0% |
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