+156.3%
UMAC vs PLTU
-18.5%
+174.8%
-52.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -9.0% | +6.0% | +0.9% |
| 7D | -0.9% | -13.6% | +12.7% | +4.5% |
| 30D | -7.7% | +16.7% | -24.3% | -16.3% |
| 3M | -26.4% | +29.6% | -56.0% | -39.8% |
| 6M | +61.9% | -0.1% | +62.0% | +44.0% |
| YTD | +86.5% | -31.5% | +118.0% | +91.6% |
| 1Y | +156.3% | -19.7% | +176.0% | +187.0% |
| All | +156.3% | -18.5% | +174.8% | +187.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling