+27.7%
ULTA vs PLTU
+142.1%
-114.4%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -4.7% | +2.0% | -2.4% |
| 7D | +0.7% | -11.6% | +12.2% | +1.2% |
| 30D | -2.8% | -4.6% | +1.8% | -2.9% |
| 3M | +18.7% | +33.7% | -15.0% | +15.0% |
| 6M | -15.0% | -9.4% | -5.6% | -16.3% |
| YTD | -9.2% | -34.7% | +25.5% | -9.1% |
| 1Y | +5.7% | -23.2% | +28.9% | +2.9% |
| All | +27.7% | +142.1% | -114.4% | +6.4% |
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