-10.2%
BURL vs PLTU
+154.0%
-164.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -9.0% | +11.6% | +3.0% |
| 7D | -2.8% | -13.6% | +10.8% | -2.2% |
| 30D | -28.2% | +16.7% | -44.8% | -29.0% |
| 3M | -17.6% | +29.6% | -47.2% | -19.7% |
| 6M | -11.8% | -0.1% | -11.7% | -13.4% |
| YTD | -8.1% | -31.5% | +23.4% | -8.2% |
| 1Y | -12.0% | -19.7% | +7.8% | -14.2% |
| All | -10.2% | +154.0% | -164.2% | -25.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling