-19.7%
PLTU vs URA
+17.2%
-37.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.8% | -9.8% | -9.6% |
| 7D | -13.6% | +1.1% | -14.7% | -14.1% |
| 30D | +16.7% | +7.4% | +9.3% | +10.2% |
| 3M | +29.6% | -8.4% | +38.0% | +37.7% |
| 6M | -0.1% | -12.7% | +12.6% | +7.3% |
| YTD | -31.5% | +7.8% | -39.3% | -37.3% |
| 1Y | -19.7% | +19.5% | -39.2% | -24.8% |
| All | -19.7% | +17.2% | -37.0% | -24.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling