-25.8%
BR vs PLTU
+129.7%
-155.5%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.5% | +0.4% |
| 7D | -6.0% | -17.7% | +11.8% | -4.8% |
| 30D | -0.9% | -12.5% | +11.7% | -0.2% |
| 3M | +16.4% | +39.5% | -23.1% | +12.6% |
| 6M | -8.2% | -7.0% | -1.2% | -10.0% |
| YTD | -23.2% | -38.1% | +14.9% | -23.6% |
| 1Y | -30.9% | -36.0% | +5.1% | -32.1% |
| All | -25.8% | +129.7% | -155.5% | -35.4% |
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