+40.9%
BP vs PLTU
-25.0%
+65.9%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.8% |
| 7D | +4.0% | -0.8% | +4.7% | +4.0% |
| 30D | +7.8% | -8.8% | +16.6% | +7.7% |
| 3M | +8.4% | +41.7% | -33.3% | +10.0% |
| 6M | +15.1% | -9.3% | +24.3% | +17.2% |
| YTD | +36.4% | -35.2% | +71.7% | +37.1% |
| 1Y | +40.9% | -29.5% | +70.4% | +42.7% |
| All | +40.9% | -25.0% | +65.9% | +42.7% |
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