+113.0%
PLTU vs BTG
+99.9%
+13.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.9% | -1.5% | -3.0% |
| 7D | -17.7% | -5.5% | -12.3% | -15.4% |
| 30D | -12.5% | +6.1% | -18.6% | -15.3% |
| 3M | +39.5% | +38.6% | +0.8% | +18.9% |
| 6M | -7.0% | +0.7% | -7.6% | -10.4% |
| YTD | -38.1% | +20.3% | -58.4% | -46.1% |
| 1Y | -36.0% | +25.0% | -61.0% | -47.8% |
| All | +113.0% | +99.9% | +13.1% | +3.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling