+86.9%
BTI vs PLTD
-77.5%
+164.5%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | +1.4% |
| 7D | +1.6% | -4.8% | +6.4% | +1.7% |
| 30D | +9.2% | +16.9% | -7.6% | +9.1% |
| 3M | +9.6% | +2.6% | +7.0% | +9.5% |
| 6M | -2.4% | -36.2% | +33.8% | -2.2% |
| YTD | +14.2% | -19.4% | +33.7% | +15.0% |
| 1Y | +20.3% | -22.5% | +42.8% | +21.0% |
| All | +86.9% | -77.5% | +164.5% | +80.9% |
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