+13.9%
UAL vs PLTD
-77.5%
+91.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -1.2% |
| 7D | -3.0% | -4.8% | +1.7% | -4.1% |
| 30D | +10.5% | +16.9% | -6.4% | +15.5% |
| 3M | -13.5% | +2.6% | -16.1% | -12.2% |
| 6M | +14.2% | -36.2% | +50.5% | +4.6% |
| YTD | -2.2% | -19.4% | +17.2% | -1.5% |
| 1Y | +12.5% | -22.5% | +35.0% | +12.5% |
| All | +13.9% | -77.5% | +91.4% | -15.4% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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