+124.5%
PLTU vs URA
+67.9%
+56.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.1% | -7.8% | -8.0% |
| 7D | -11.6% | +8.1% | -19.7% | -18.8% |
| 30D | -4.6% | +5.8% | -10.4% | -11.1% |
| 3M | +33.7% | +3.4% | +30.3% | +27.9% |
| 6M | -9.4% | -2.6% | -6.8% | -12.5% |
| YTD | -34.7% | +11.2% | -45.9% | -49.3% |
| 1Y | -23.2% | +19.8% | -43.1% | -50.9% |
| All | +124.5% | +67.9% | +56.6% | -29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling