-77.8%
PLTD vs URA
+18.0%
-95.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.0% | +0.3% | -2.8% |
| 7D | -1.6% | +2.9% | -4.4% | +0.6% |
| 30D | +18.5% | -10.8% | +29.3% | +13.0% |
| 3M | -2.4% | -25.5% | +23.1% | -14.7% |
| 6M | -34.6% | -41.2% | +6.6% | -48.4% |
| YTD | -21.4% | -21.3% | -0.2% | -22.7% |
| 1Y | -16.8% | -25.7% | +9.0% | -20.0% |
| All | -77.8% | +18.0% | -95.8% | -59.2% |
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