-43.6%
PLTU vs BAM
-1.5%
-42.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | +0.7% |
| 7D | +21.9% | -2.0% | +23.9% | +24.1% |
| 30D | -35.3% | +13.7% | -48.9% | -42.4% |
| 3M | -7.7% | -4.8% | -2.9% | -2.5% |
| 6M | +24.2% | +7.6% | +16.6% | +18.4% |
| YTD | -37.5% | +1.2% | -38.7% | -38.7% |
| 1Y | -43.6% | -2.3% | -41.3% | -40.3% |
| All | -43.6% | -1.5% | -42.0% | -40.3% |
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