-47.0%
PLTU vs BUD
+32.7%
-79.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -2.3% | +6.5% | +2.2% |
| 7D | -0.9% | +0.5% | -1.4% | -0.1% |
| 30D | -34.7% | +7.4% | -42.1% | -29.6% |
| 3M | -10.8% | +4.3% | -15.1% | -7.8% |
| 6M | +24.1% | +5.3% | +18.8% | +31.8% |
| YTD | -36.8% | +33.2% | -70.1% | -29.9% |
| 1Y | -47.0% | +31.8% | -78.7% | -41.0% |
| All | -47.0% | +32.7% | -79.7% | -41.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 BUD 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