+122.7%
PLTU vs BTG
+105.9%
+16.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.7% | -2.5% | -1.6% |
| 7D | -0.8% | +2.4% | -3.2% | -1.5% |
| 30D | -8.8% | +9.5% | -18.3% | -13.1% |
| 3M | +41.7% | +38.5% | +3.2% | +20.6% |
| 6M | -9.3% | +5.6% | -14.9% | -14.6% |
| YTD | -35.2% | +23.9% | -59.2% | -44.5% |
| 1Y | -29.5% | +32.1% | -61.6% | -44.0% |
| All | +122.7% | +105.9% | +16.8% | +7.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling