+24.5%
ULTA vs PLTU
+129.7%
-105.2%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.2% | -0.9% |
| 7D | -3.9% | -17.7% | +13.9% | -2.8% |
| 30D | -1.1% | -12.5% | +11.5% | -0.6% |
| 3M | +13.8% | +39.5% | -25.7% | +9.9% |
| 6M | -17.2% | -7.0% | -10.3% | -18.7% |
| YTD | -11.5% | -38.1% | +26.6% | -11.1% |
| 1Y | +3.9% | -36.0% | +39.9% | +2.7% |
| All | +24.5% | +129.7% | -105.2% | +4.1% |
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