+114.8%
PLTU vs BAM
-5.6%
+120.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +1.7% |
| 7D | +21.9% | -2.0% | +23.9% | +25.3% |
| 30D | -35.3% | +13.7% | -48.9% | -46.4% |
| 3M | -7.7% | -4.8% | -2.9% | -2.0% |
| 6M | +24.2% | +7.6% | +16.6% | +11.9% |
| YTD | -37.5% | +1.2% | -38.7% | -41.6% |
| 1Y | -43.6% | -2.3% | -41.3% | -43.2% |
| All | +114.8% | -5.6% | +120.4% | +105.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling