+33.1%
ULTA vs PLTD
-77.8%
+110.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +4.6% | -3.4% | +1.8% |
| 7D | +9.0% | +5.9% | +3.1% | +9.8% |
| 30D | +4.6% | -11.6% | +16.2% | +3.2% |
| 3M | +22.0% | -29.9% | +51.9% | +18.5% |
| 6M | -14.7% | -28.5% | +13.8% | -16.5% |
| YTD | -6.8% | -20.4% | +13.6% | -6.8% |
| 1Y | +6.5% | -33.3% | +39.8% | +4.0% |
| All | +33.1% | -77.8% | +110.9% | +11.2% |
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 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