+240.6%
BTSG vs PLTU
+142.1%
+98.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -4.7% | +7.7% | +3.5% |
| 7D | +5.7% | -11.6% | +17.3% | +6.8% |
| 30D | +0.2% | -4.6% | +4.8% | +0.2% |
| 3M | +5.6% | +33.7% | -28.1% | 0.0% |
| 6M | +50.8% | -9.4% | +60.2% | +46.9% |
| YTD | +67.0% | -34.7% | +101.8% | +67.2% |
| 1Y | +145.5% | -23.2% | +168.8% | +137.2% |
| All | +240.6% | +142.1% | +98.4% | +170.7% |
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