-19.7%
PLTU vs BAM
-8.8%
-10.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.6% | -9.6% | -9.6% |
| 7D | -13.6% | -2.0% | -11.6% | -11.9% |
| 30D | +16.7% | -2.9% | +19.6% | +19.9% |
| 3M | +29.6% | +9.4% | +20.2% | +21.9% |
| 6M | -0.1% | +10.8% | -10.9% | -6.5% |
| YTD | -31.5% | -0.4% | -31.1% | -31.5% |
| 1Y | -19.7% | -10.9% | -8.9% | -11.7% |
| All | -19.7% | -8.8% | -10.9% | -11.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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