-77.3%
PLTD vs UUUU
+3.8%
-81.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.3% | +3.5% | +1.9% |
| 7D | -4.8% | -1.1% | -3.7% | -4.7% |
| 30D | +16.9% | -21.0% | +37.8% | +12.2% |
| 3M | +2.6% | -54.8% | +57.4% | -11.5% |
| 6M | -36.2% | -67.3% | +31.1% | -47.2% |
| YTD | -19.4% | -54.7% | +35.3% | -26.1% |
| 1Y | -22.5% | -57.4% | +34.9% | -29.0% |
| All | -77.3% | +3.8% | -81.0% | -69.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling