+251.1%
UMC vs PLTD
-77.8%
+328.9%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +4.6% | -0.1% | +5.1% |
| 7D | +5.0% | +5.9% | -1.0% | +5.7% |
| 30D | +7.7% | -11.6% | +19.3% | +6.3% |
| 3M | +1.7% | -29.9% | +31.6% | -1.1% |
| 6M | +113.9% | -28.5% | +142.5% | +109.8% |
| YTD | +168.9% | -20.4% | +189.3% | +168.7% |
| 1Y | +207.2% | -33.3% | +240.5% | +202.7% |
| All | +251.1% | -77.8% | +328.9% | +212.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling