+17.5%
UAL vs PLTD
-76.4%
+93.9%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -3.2% | +5.2% | +1.2% |
| 7D | +8.2% | +13.7% | -5.6% | +11.9% |
| 30D | +2.3% | +18.4% | -16.1% | +7.3% |
| 3M | -12.7% | -7.5% | -5.2% | -13.7% |
| 6M | +12.7% | -31.3% | +44.0% | +5.3% |
| YTD | +0.8% | -15.4% | +16.2% | +2.8% |
| 1Y | +17.8% | -18.4% | +36.2% | +19.3% |
| All | +17.5% | -76.4% | +93.9% | -11.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling