-5.3%
BRO vs PLTD
-16.1%
+10.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | +2.4% | +2.1% | +4.5% |
| 7D | +12.4% | +14.4% | -2.0% | +12.6% |
| 30D | +21.6% | +8.6% | +12.9% | +21.6% |
| 3M | +4.3% | -9.2% | +13.5% | +3.8% |
| 6M | +29.2% | -29.5% | +58.7% | +27.0% |
| YTD | -6.4% | -20.2% | +13.8% | -7.7% |
| 1Y | -5.3% | -16.5% | +11.2% | -6.7% |
| All | -5.3% | -16.1% | +10.8% | -6.7% |
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