+176.4%
UMAC vs PLTU
+140.2%
+36.2%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -0.8% | -5.6% | -6.1% |
| 7D | +3.3% | -0.8% | +4.0% | +2.9% |
| 30D | -10.4% | -8.8% | -1.6% | -8.9% |
| 3M | +1.8% | +41.7% | -39.9% | -19.2% |
| 6M | +40.7% | -9.3% | +50.0% | +31.1% |
| YTD | +90.9% | -35.2% | +126.1% | +98.8% |
| 1Y | +151.8% | -29.5% | +181.2% | +151.1% |
| All | +176.4% | +140.2% | +36.2% | +46.6% |
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