-15.2%
BR vs PLTU
+121.9%
-137.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.2% | +4.7% | +0.7% |
| 7D | +1.1% | +9.0% | -8.0% | +0.5% |
| 30D | +14.4% | -33.0% | +47.4% | +16.6% |
| 3M | +12.4% | -19.0% | +31.4% | +12.9% |
| 6M | +35.4% | +30.4% | +5.0% | +30.5% |
| YTD | -12.2% | -40.2% | +28.0% | -13.1% |
| 1Y | -12.7% | -37.8% | +25.0% | -14.0% |
| All | -15.2% | +121.9% | -137.1% | -26.5% |
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