+114.8%
PLTU vs URA
+14.4%
+100.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.8% | +2.7% | +2.9% |
| 7D | +21.9% | +4.5% | +17.4% | +16.6% |
| 30D | -35.3% | -13.4% | -21.8% | -23.4% |
| 3M | -7.7% | -28.4% | +20.7% | +29.5% |
| 6M | +24.2% | -40.5% | +64.7% | +110.7% |
| YTD | -37.5% | -24.3% | -13.3% | -27.6% |
| 1Y | -43.6% | -28.8% | -14.7% | -28.5% |
| All | +114.8% | +14.4% | +100.4% | +1.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling