-47.1%
PLTU vs USFR
+4.1%
-51.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | USFR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | 0.0% | -4.5% | -4.5% |
| 7D | -24.5% | +0.1% | -24.6% | -21.9% |
| 30D | -20.2% | +0.4% | -20.6% | -9.5% |
| 3M | +3.1% | +1.1% | +2.0% | +46.3% |
| 6M | +8.7% | +2.0% | +6.7% | +64.6% |
| YTD | -36.2% | +3.4% | -39.6% | -19.0% |
| 1Y | -47.1% | +4.1% | -51.2% | -71.7% |
| All | -47.1% | +4.1% | -51.2% | -71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside USFR.
Daily Out/Under-Performance
Portfolio return minus USFR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × USFR 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 USFR 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