-5.3%
BURL vs PLTU
-47.9%
+42.6%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.5% | +12.2% | +7.7% |
| 7D | +10.4% | -24.5% | +34.9% | +10.8% |
| 30D | -4.9% | -20.2% | +15.2% | -4.7% |
| 3M | -29.8% | +3.1% | -32.8% | -29.9% |
| 6M | -16.5% | +8.7% | -25.2% | -16.6% |
| YTD | -10.5% | -36.2% | +25.7% | -11.1% |
| 1Y | -5.3% | -47.1% | +41.8% | -6.2% |
| All | -5.3% | -47.9% | +42.6% | -6.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling