+0.3%
UL vs PLTD
-77.2%
+77.5%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.7% |
| 7D | -3.2% | -0.9% | -2.3% | -3.2% |
| 30D | -0.6% | +1.3% | -1.9% | -0.7% |
| 3M | +9.4% | -32.9% | +42.3% | +11.1% |
| 6M | -4.1% | -24.9% | +20.8% | -3.3% |
| YTD | -2.0% | -18.2% | +16.3% | -1.4% |
| 1Y | -9.0% | -28.7% | +19.7% | -8.1% |
| All | +0.3% | -77.2% | +77.5% | +1.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling