-23.8%
BR vs PLTU
+154.0%
-177.8%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -9.0% | +5.6% | -2.8% |
| 7D | -5.3% | -13.6% | +8.3% | -4.5% |
| 30D | +6.4% | +16.7% | -10.2% | +5.2% |
| 3M | +13.6% | +29.6% | -15.9% | +10.2% |
| 6M | -6.7% | -0.1% | -6.6% | -9.0% |
| YTD | -21.1% | -31.5% | +10.4% | -22.0% |
| 1Y | -29.6% | -19.7% | -9.8% | -31.8% |
| All | -23.8% | +154.0% | -177.8% | -34.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling