+19.6%
UAL vs PLTU
+134.3%
-114.7%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.3% | -6.1% | -2.4% |
| 7D | +2.3% | -0.9% | +3.2% | +2.1% |
| 30D | +13.3% | -34.7% | +48.0% | +18.8% |
| 3M | -6.3% | -10.8% | +4.5% | -6.4% |
| 6M | +22.5% | +24.1% | -1.6% | +12.8% |
| YTD | +5.9% | -36.8% | +42.7% | +5.3% |
| 1Y | +24.7% | -47.0% | +71.7% | +27.0% |
| All | +19.6% | +134.3% | -114.7% | -13.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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