-76.4%
PLTD vs UMAC
+161.4%
-237.9%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | UMAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -3.2% | +5.5% | +1.7% |
| 7D | +9.9% | -4.0% | +13.9% | +9.2% |
| 30D | +3.8% | -9.4% | +13.2% | +3.1% |
| 3M | -32.3% | +3.0% | -35.3% | -28.7% |
| 6M | -25.9% | +27.2% | -53.0% | -13.2% |
| YTD | -16.4% | +84.7% | -101.1% | +8.5% |
| 1Y | -25.2% | +136.5% | -161.6% | +6.4% |
| All | -76.4% | +161.4% | -237.9% | -58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside UMAC.
Daily Out/Under-Performance
Portfolio return minus UMAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UMAC 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded UMAC 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling