+160.8%
UMAC vs PLTU
+133.3%
+27.5%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.6% | -4.0% | -3.1% |
| 7D | -3.4% | -8.1% | +4.7% | -0.4% |
| 30D | -15.1% | -7.0% | -8.1% | -14.3% |
| 3M | -10.8% | +40.0% | -50.8% | -28.9% |
| 6M | +15.7% | -6.0% | +21.7% | +6.5% |
| YTD | +80.1% | -37.1% | +117.2% | +89.7% |
| 1Y | +116.7% | -33.1% | +149.9% | +120.6% |
| All | +160.8% | +133.3% | +27.5% | +39.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling