-77.5%
PLTD vs URA
+61.6%
-139.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.9% | +5.1% |
| 7D | +5.9% | +1.1% | +4.9% | +6.8% |
| 30D | -11.6% | +7.4% | -19.0% | -7.4% |
| 3M | -29.9% | -8.4% | -21.5% | -31.3% |
| 6M | -28.5% | -12.7% | -15.8% | -30.5% |
| YTD | -20.4% | +7.8% | -28.2% | -9.0% |
| 1Y | -33.3% | +19.5% | -52.7% | -12.7% |
| All | -77.5% | +61.6% | -139.1% | -52.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling