+248.7%
BTSG vs PLTD
-77.3%
+326.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.3% | +0.7% | +3.5% |
| 7D | +5.7% | +4.5% | +1.2% | +6.8% |
| 30D | +0.2% | -0.7% | +1.0% | +0.2% |
| 3M | +5.6% | -31.0% | +36.7% | 0.0% |
| 6M | +50.8% | -24.8% | +75.6% | +47.2% |
| YTD | +67.0% | -18.6% | +85.6% | +67.6% |
| 1Y | +145.5% | -31.8% | +177.3% | +138.8% |
| All | +248.7% | -77.3% | +326.0% | +180.4% |
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