+29.0%
ULTA vs PLTD
-76.9%
+105.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.0% |
| 7D | -3.1% | +4.2% | -7.3% | -2.6% |
| 30D | +2.8% | +0.7% | +2.1% | +3.0% |
| 3M | +14.8% | -32.4% | +47.1% | +10.9% |
| 6M | -16.2% | -26.2% | +10.0% | -17.6% |
| YTD | -9.6% | -17.0% | +7.4% | -9.2% |
| 1Y | +4.8% | -26.7% | +31.5% | +3.6% |
| All | +29.0% | -76.9% | +105.9% | +8.3% |
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