+12.4%
UAL vs PLTU
+131.7%
-119.3%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.1% | -4.9% | -5.9% |
| 7D | +0.7% | +21.9% | -21.2% | -1.8% |
| 30D | +7.8% | -35.3% | +43.0% | +13.1% |
| 3M | -11.1% | -7.7% | -3.4% | -11.6% |
| 6M | +16.1% | +24.2% | -8.2% | +6.8% |
| YTD | -0.5% | -37.5% | +37.0% | -0.8% |
| 1Y | +11.3% | -43.6% | +54.8% | +12.2% |
| All | +12.4% | +131.7% | -119.3% | -18.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling