+124.5%
PLTU vs BAM
-10.3%
+134.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.4% | -1.3% | +0.1% |
| 7D | -11.6% | -1.6% | -10.0% | -9.4% |
| 30D | -4.6% | -6.0% | +1.4% | +4.2% |
| 3M | +33.7% | +7.3% | +26.4% | +22.0% |
| 6M | -9.4% | +8.2% | -17.6% | -18.0% |
| YTD | -34.7% | -3.8% | -30.9% | -33.6% |
| 1Y | -23.2% | -10.7% | -12.5% | -11.6% |
| All | +124.5% | -10.3% | +134.8% | +133.6% |
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