-35.4%
BRO vs PLTU
+129.7%
-165.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.4% | +4.1% | -0.2% |
| 7D | -8.6% | -17.7% | +9.1% | -8.3% |
| 30D | -6.9% | -12.5% | +5.6% | -6.8% |
| 3M | +10.5% | +39.5% | -29.0% | +9.5% |
| 6M | -2.8% | -7.0% | +4.2% | -3.4% |
| YTD | -16.1% | -38.1% | +21.9% | -16.3% |
| 1Y | -27.6% | -36.0% | +8.4% | -28.1% |
| All | -35.4% | +129.7% | -165.1% | -39.6% |
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