-19.7%
PLTU vs BTG
+38.4%
-58.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.4% | -7.6% | -8.4% |
| 7D | -13.6% | -0.9% | -12.7% | -13.2% |
| 30D | +16.7% | +36.8% | -20.2% | +0.4% |
| 3M | +29.6% | +23.1% | +6.5% | +16.2% |
| 6M | -0.1% | +3.5% | -3.6% | -6.3% |
| YTD | -31.5% | +25.5% | -57.0% | -42.0% |
| 1Y | -19.7% | +40.1% | -59.8% | -34.8% |
| All | -19.7% | +38.4% | -58.1% | -34.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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