+1.9%
UL vs PLTU
+142.1%
-140.3%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.6% | -1.1% |
| 7D | -1.3% | -11.6% | +10.3% | -1.5% |
| 30D | +0.9% | -4.6% | +5.5% | +0.9% |
| 3M | +14.2% | +33.7% | -19.5% | +15.8% |
| 6M | -3.2% | -9.4% | +6.2% | -2.3% |
| YTD | -0.3% | -34.7% | +34.4% | +0.3% |
| 1Y | -8.8% | -23.2% | +14.5% | -7.7% |
| All | +1.9% | +142.1% | -140.3% | +3.1% |
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