-8.4%
BURL vs PLTU
-53.1%
+44.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.1% | -8.7% | -1.7% |
| 7D | +4.1% | -25.3% | +29.4% | +4.4% |
| 30D | -9.5% | -34.5% | +25.0% | -9.1% |
| 3M | -33.5% | -3.4% | -30.2% | -33.6% |
| 6M | -22.1% | +12.4% | -34.5% | -22.5% |
| YTD | -14.6% | -45.1% | +30.6% | -15.2% |
| 1Y | -8.4% | -45.7% | +37.3% | -9.2% |
| All | -8.4% | -53.1% | +44.8% | -9.2% |
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