+268.9%
UMC vs PLTD
-77.3%
+346.2%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.3% | +2.7% | +5.3% |
| 7D | +6.6% | +4.5% | +2.1% | +7.1% |
| 30D | +16.6% | -0.7% | +17.3% | +16.5% |
| 3M | +11.0% | -31.0% | +42.1% | +7.7% |
| 6M | +131.3% | -24.8% | +156.1% | +128.1% |
| YTD | +182.5% | -18.6% | +201.0% | +182.9% |
| 1Y | +222.3% | -31.8% | +254.1% | +218.2% |
| All | +268.9% | -77.3% | +346.2% | +228.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling