+15.9%
UBER vs PLTD
-77.7%
+93.6%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -5.5% | +9.3% | +2.6% |
| 7D | +6.7% | +4.2% | +2.4% | +7.8% |
| 30D | -0.5% | +20.8% | -21.3% | +4.0% |
| 3M | -5.1% | -2.6% | -2.6% | -5.1% |
| 6M | -5.7% | -33.1% | +27.4% | -11.2% |
| YTD | -12.9% | -20.0% | +7.1% | -12.6% |
| 1Y | -22.6% | -21.6% | -1.0% | -22.4% |
| All | +15.9% | -77.7% | +93.6% | -6.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling