-77.5%
PLTD vs UUUU
+127.9%
-205.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +0.8% | +3.8% | +4.8% |
| 7D | +5.9% | -1.4% | +7.3% | +5.7% |
| 30D | -11.6% | +16.3% | -27.9% | -8.1% |
| 3M | -29.9% | -16.7% | -13.2% | -30.7% |
| 6M | -28.5% | -33.7% | +5.1% | -31.1% |
| YTD | -20.4% | -0.5% | -19.9% | -15.2% |
| 1Y | -33.3% | +28.9% | -62.1% | -20.2% |
| All | -77.5% | +127.9% | -205.4% | -64.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling