-35.5%
BRO vs PLTU
+133.3%
-168.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.6% | -1.8% | -0.2% |
| 7D | -7.3% | -8.1% | +0.8% | -7.2% |
| 30D | -6.9% | -7.0% | +0.2% | -6.8% |
| 3M | +10.7% | +40.0% | -29.3% | +9.7% |
| 6M | -2.7% | -6.0% | +3.3% | -3.4% |
| YTD | -16.3% | -37.1% | +20.8% | -16.5% |
| 1Y | -29.1% | -33.1% | +4.1% | -29.7% |
| All | -35.5% | +133.3% | -168.9% | -39.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling