-25.2%
PLTD vs UUUU
+4.2%
-29.4%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.3% | +8.6% | +1.1% |
| 7D | +9.9% | -5.0% | +14.9% | +8.9% |
| 30D | +3.8% | -7.8% | +11.6% | +2.7% |
| 3M | -32.3% | -0.4% | -31.9% | -31.0% |
| 6M | -25.9% | -32.9% | +7.0% | -27.5% |
| YTD | -16.4% | -6.3% | -10.1% | -15.1% |
| 1Y | -25.2% | +7.9% | -33.1% | -22.9% |
| All | -25.2% | +4.2% | -29.4% | -22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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