-77.3%
PLTD vs URA
+11.7%
-88.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +1.3% |
| 7D | -4.8% | -1.5% | -3.2% | -5.2% |
| 30D | +16.9% | -10.4% | +27.3% | +11.6% |
| 3M | +2.6% | -29.6% | +32.3% | -12.9% |
| 6M | -36.2% | -40.3% | +4.0% | -49.2% |
| YTD | -19.4% | -25.5% | +6.1% | -23.0% |
| 1Y | -22.5% | -26.4% | +3.9% | -25.5% |
| All | -77.3% | +11.7% | -88.9% | -59.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling