+229.1%
UMC vs PLTD
-25.5%
+254.5%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +2.3% | -4.8% | -2.3% |
| 7D | +11.4% | +9.9% | +1.5% | +12.4% |
| 30D | +16.8% | +3.8% | +13.0% | +17.3% |
| 3M | +19.1% | -32.3% | +51.4% | +15.4% |
| 6M | +137.4% | -25.9% | +163.3% | +135.0% |
| YTD | +186.4% | -16.4% | +202.8% | +194.3% |
| 1Y | +229.1% | -25.2% | +254.2% | +240.2% |
| All | +229.1% | -25.5% | +254.5% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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