+23.3%
UAL vs PLTD
-78.1%
+101.4%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.7% | +0.1% | -2.1% |
| 7D | +2.3% | -1.6% | +3.8% | +2.2% |
| 30D | +13.3% | +18.5% | -5.1% | +18.9% |
| 3M | -6.3% | -2.4% | -3.9% | -6.1% |
| 6M | +22.5% | -34.6% | +57.1% | +13.3% |
| YTD | +5.9% | -21.4% | +27.3% | +6.0% |
| 1Y | +24.7% | -16.8% | +41.4% | +28.2% |
| All | +23.3% | -78.1% | +101.4% | -9.0% |
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