+283.6%
UMC vs PLTD
-77.2%
+360.8%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +0.4% | +3.6% | +4.0% |
| 7D | +13.6% | -0.9% | +14.6% | +13.5% |
| 30D | +20.8% | +1.3% | +19.4% | +21.0% |
| 3M | +16.1% | -32.9% | +49.0% | +12.3% |
| 6M | +137.3% | -24.9% | +162.2% | +134.0% |
| YTD | +193.8% | -18.2% | +212.0% | +194.3% |
| 1Y | +236.1% | -28.7% | +264.8% | +233.5% |
| All | +283.6% | -77.2% | +360.8% | +242.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling