-14.8%
BURL vs PLTU
+131.7%
-146.4%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.7% |
| 7D | +0.4% | +21.9% | -21.5% | -0.6% |
| 30D | -4.3% | -35.3% | +30.9% | -2.6% |
| 3M | -28.8% | -7.7% | -21.1% | -29.0% |
| 6M | -12.8% | +24.2% | -37.1% | -15.6% |
| YTD | -12.8% | -37.5% | +24.7% | -12.9% |
| 1Y | -12.3% | -43.6% | +31.3% | -11.9% |
| All | -14.8% | +131.7% | -146.4% | -29.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling