+13.9%
UAL vs PLTU
+103.5%
-89.6%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +7.1% | -5.0% | +1.1% |
| 7D | +8.2% | -25.3% | +33.5% | +11.8% |
| 30D | +2.3% | -34.5% | +36.8% | +7.2% |
| 3M | -12.7% | -3.4% | -9.3% | -14.0% |
| 6M | +12.7% | +12.4% | +0.3% | +4.9% |
| YTD | +0.8% | -45.1% | +46.0% | +2.2% |
| 1Y | +17.8% | -45.7% | +63.5% | +18.2% |
| All | +13.9% | +103.5% | -89.6% | -16.1% |
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