+109.6%
PLTU vs BAM
-0.5%
+110.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.3% | +8.8% | +8.1% |
| 7D | -11.7% | +5.3% | -17.0% | -17.2% |
| 30D | -36.9% | +18.1% | -55.0% | -50.1% |
| 3M | -10.9% | +4.2% | -15.2% | -16.3% |
| 6M | +18.0% | +11.1% | +6.9% | +2.3% |
| YTD | -39.0% | +6.6% | -45.6% | -46.6% |
| 1Y | -41.5% | +6.2% | -47.7% | -47.8% |
| All | +109.6% | -0.5% | +110.2% | +87.7% |
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 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