+113.0%
PLTU vs BG
+54.8%
+58.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.3% | -4.4% |
| 7D | -17.7% | +3.7% | -21.4% | -17.9% |
| 30D | -12.5% | +12.3% | -24.9% | -13.7% |
| 3M | +39.5% | -2.2% | +41.7% | +39.7% |
| 6M | -7.0% | +5.3% | -12.3% | -8.2% |
| YTD | -38.1% | +42.4% | -80.5% | -41.6% |
| 1Y | -36.0% | +55.2% | -91.2% | -41.6% |
| All | +113.0% | +54.8% | +58.1% | +89.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 3y: compounded portfolio wealth divided by compounded BG 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…
3y analysis · Full analysis span regression · 6 months rolling