-16.5%
BURL vs PLTU
+103.5%
-120.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +7.1% | -8.7% | -1.9% |
| 7D | +4.1% | -25.3% | +29.4% | +5.4% |
| 30D | -9.5% | -34.5% | +25.0% | -7.9% |
| 3M | -33.5% | -3.4% | -30.2% | -33.9% |
| 6M | -22.1% | +12.4% | -34.5% | -24.3% |
| YTD | -14.6% | -45.1% | +30.6% | -14.1% |
| 1Y | -8.4% | -45.7% | +37.3% | -8.2% |
| All | -16.5% | +103.5% | -120.0% | -30.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling