+230.6%
BTSG vs PLTU
+154.0%
+76.6%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.0% | +7.9% | -0.2% |
| 7D | +2.7% | -13.6% | +16.3% | +3.9% |
| 30D | -3.6% | +16.7% | -20.3% | -5.7% |
| 3M | +5.8% | +29.6% | -23.8% | +0.5% |
| 6M | +44.7% | -0.1% | +44.8% | +39.5% |
| YTD | +62.2% | -31.5% | +93.7% | +61.6% |
| 1Y | +152.1% | -19.7% | +171.8% | +142.6% |
| All | +230.6% | +154.0% | +76.6% | +161.6% |
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