+12.6%
UAL vs PLTU
+154.0%
-141.5%
-49.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -9.0% | +11.5% | +3.6% |
| 7D | +0.7% | -13.6% | +14.3% | +2.2% |
| 30D | -16.1% | +16.7% | -32.8% | -18.6% |
| 3M | +6.1% | +29.6% | -23.4% | -1.1% |
| 6M | +10.8% | -0.1% | +11.0% | +5.1% |
| YTD | -0.4% | -31.5% | +31.1% | -1.0% |
| 1Y | +5.0% | -19.7% | +24.8% | -1.1% |
| All | +12.6% | +154.0% | -141.5% | -18.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling