-2.8%
BRO vs PLTD
-23.5%
+20.7%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.3% | -2.6% | -0.2% |
| 7D | -8.6% | +9.9% | -18.5% | -8.2% |
| 30D | -6.9% | +3.8% | -10.8% | -6.7% |
| 3M | +10.5% | -32.3% | +42.8% | +8.3% |
| 6M | -2.8% | -25.9% | +23.1% | -6.0% |
| All | -2.8% | -23.5% | +20.7% | -6.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling