+25.4%
UAL vs PLTD
-77.7%
+103.2%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | -5.5% | +12.3% | +5.4% |
| 7D | +10.2% | +4.2% | +6.0% | +11.7% |
| 30D | +12.0% | +20.8% | -8.8% | +18.2% |
| 3M | -7.1% | -2.6% | -4.5% | -6.9% |
| 6M | +20.9% | -33.1% | +54.0% | +12.5% |
| YTD | +7.7% | -20.0% | +27.7% | +8.3% |
| 1Y | +23.6% | -21.6% | +45.2% | +24.2% |
| All | +25.4% | -77.7% | +103.2% | -7.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling