-18.4%
PLTD vs URA
-31.4%
+12.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -1.3% |
| 7D | +13.7% | -4.1% | +17.9% | +12.2% |
| 30D | +18.4% | -19.0% | +37.4% | +9.9% |
| 3M | -7.5% | -25.1% | +17.7% | -16.0% |
| 6M | -31.3% | -44.5% | +13.2% | -43.5% |
| YTD | -15.4% | -24.3% | +8.9% | -16.6% |
| 1Y | -18.4% | -28.1% | +9.7% | -20.4% |
| All | -18.4% | -31.4% | +12.9% | -20.4% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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