+195.2%
UMAC vs PLTU
+142.1%
+53.1%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.3% | -4.7% | +14.0% | +11.2% |
| 7D | +14.7% | -11.6% | +26.3% | +18.9% |
| 30D | -0.5% | -4.6% | +4.1% | -0.7% |
| 3M | +0.5% | +33.7% | -33.2% | -18.1% |
| 6M | +57.9% | -9.4% | +67.3% | +47.1% |
| YTD | +103.9% | -34.7% | +138.6% | +111.6% |
| 1Y | +159.3% | -23.2% | +182.5% | +150.3% |
| All | +195.2% | +142.1% | +53.1% | +56.1% |
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 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