+109.6%
PLTU vs BUD
+65.5%
+44.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +1.3% | +9.8% | +11.3% |
| 7D | -11.7% | +1.3% | -13.1% | -11.4% |
| 30D | -36.9% | +10.0% | -47.0% | -36.1% |
| 3M | -10.9% | +1.6% | -12.5% | -10.8% |
| 6M | +18.0% | +6.5% | +11.5% | +18.6% |
| YTD | -39.0% | +34.8% | -73.9% | -45.2% |
| 1Y | -41.5% | +36.5% | -78.0% | -48.0% |
| All | +109.6% | +65.5% | +44.1% | +55.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling