+2.9%
UL vs PLTU
+154.0%
-151.1%
-25.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -9.0% | +9.0% | -0.3% |
| 7D | -1.3% | -13.6% | +12.2% | -1.6% |
| 30D | +0.5% | +16.7% | -16.2% | +1.0% |
| 3M | +17.6% | +29.6% | -12.0% | +19.1% |
| 6M | -5.4% | -0.1% | -5.3% | -4.3% |
| YTD | +0.7% | -31.5% | +32.2% | +1.5% |
| 1Y | -9.3% | -19.7% | +10.5% | -8.1% |
| All | +2.9% | +154.0% | -151.1% | +4.3% |
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