-76.9%
PLTD vs UUUU
+129.1%
-206.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.5% | +0.9% | +0.3% |
| 7D | -0.9% | +1.8% | -2.8% | -0.6% |
| 30D | +1.3% | +1.8% | -0.5% | +2.1% |
| 3M | -32.9% | +1.3% | -34.1% | -31.3% |
| 6M | -24.9% | -26.8% | +1.9% | -26.2% |
| YTD | -18.2% | +0.1% | -18.3% | -12.9% |
| 1Y | -28.7% | +11.2% | -39.9% | -18.1% |
| All | -76.9% | +129.1% | -206.1% | -63.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling