-17.8%
BURL vs PLTU
+121.9%
-139.7%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -4.2% | +0.6% | -3.4% |
| 7D | -1.6% | +9.0% | -10.6% | -2.0% |
| 30D | -7.7% | -33.0% | +25.2% | -6.2% |
| 3M | -31.7% | -19.0% | -12.7% | -31.4% |
| 6M | -15.2% | +30.4% | -45.6% | -18.2% |
| YTD | -15.9% | -40.2% | +24.2% | -15.8% |
| 1Y | -14.2% | -37.8% | +23.6% | -14.6% |
| All | -17.8% | +121.9% | -139.7% | -31.7% |
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 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