+116.3%
PLTU vs BTG
+100.7%
+15.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.4% |
| 7D | -8.1% | -3.8% | -4.4% | -6.4% |
| 30D | -7.0% | +3.6% | -10.7% | -8.9% |
| 3M | +40.0% | +32.0% | +8.0% | +22.0% |
| 6M | -6.0% | +3.4% | -9.3% | -10.4% |
| YTD | -37.1% | +20.8% | -57.9% | -45.4% |
| 1Y | -33.1% | +22.4% | -55.6% | -44.9% |
| All | +116.3% | +100.7% | +15.7% | +5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling