+122.7%
PLTU vs BUD
+51.7%
+71.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.2% | +1.4% | -1.0% |
| 7D | -0.8% | -1.3% | +0.6% | -0.9% |
| 30D | -8.8% | -6.1% | -2.7% | -9.6% |
| 3M | +41.7% | -3.8% | +45.4% | +41.1% |
| 6M | -9.3% | +8.2% | -17.5% | -11.6% |
| YTD | -35.2% | +23.6% | -58.8% | -42.4% |
| 1Y | -29.5% | +33.4% | -62.9% | -40.6% |
| All | +122.7% | +51.7% | +71.0% | +62.9% |
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