+135.5%
PLTU vs URA
+62.8%
+72.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.8% | -9.8% | -9.9% |
| 7D | -13.6% | +1.1% | -14.7% | -14.4% |
| 30D | +16.7% | +7.4% | +9.3% | +7.7% |
| 3M | +29.6% | -8.4% | +38.0% | +41.3% |
| 6M | -0.1% | -12.7% | +12.6% | +9.3% |
| YTD | -31.5% | +7.8% | -39.3% | -44.9% |
| 1Y | -19.7% | +19.5% | -39.2% | -49.3% |
| All | +135.5% | +62.8% | +72.7% | -22.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling