+61.5%
BTI vs PLTD
-77.2%
+138.7%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.4% | -1.9% | -1.5% |
| 7D | -2.4% | -0.9% | -1.5% | -2.4% |
| 30D | -4.8% | +1.3% | -6.1% | -4.8% |
| 3M | -8.1% | -32.9% | +24.8% | -7.8% |
| 6M | -4.2% | -24.9% | +20.7% | -3.7% |
| YTD | -1.3% | -18.2% | +17.0% | -0.6% |
| 1Y | +2.1% | -28.7% | +30.8% | +2.7% |
| All | +61.5% | -77.2% | +138.7% | +56.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling