-26.0%
BX vs PLTU
+142.1%
-168.1%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -4.7% | +3.1% | -1.1% |
| 7D | -2.0% | -11.6% | +9.6% | -1.0% |
| 30D | -2.3% | -4.6% | +2.3% | -2.2% |
| 3M | +18.5% | +33.7% | -15.2% | +12.5% |
| 6M | +23.7% | -9.4% | +33.1% | +20.6% |
| YTD | -10.4% | -34.7% | +24.4% | -10.6% |
| 1Y | -19.6% | -23.2% | +3.7% | -23.2% |
| All | -26.0% | +142.1% | -168.1% | -45.2% |
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 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