-19.8%
BURL vs PLTU
-4.9%
-14.9%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -19.6% | +16.7% | -2.9% |
| 7D | +3.5% | -39.1% | +42.6% | +3.5% |
| 30D | -9.3% | -37.6% | +28.3% | -9.3% |
| 3M | -32.1% | -12.7% | -19.4% | -31.9% |
| 6M | -19.8% | +1.7% | -21.5% | -19.5% |
| All | -19.8% | -4.9% | -14.9% | -19.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling