+207.2%
UMC vs PLTU
-18.5%
+225.7%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -9.0% | +13.6% | +5.0% |
| 7D | +5.0% | -13.6% | +18.5% | +5.6% |
| 30D | +7.7% | +16.7% | -9.0% | +6.2% |
| 3M | +1.7% | +29.6% | -27.9% | -0.9% |
| 6M | +113.9% | -0.1% | +114.0% | +110.8% |
| YTD | +168.9% | -31.5% | +200.4% | +174.0% |
| 1Y | +207.2% | -19.7% | +226.9% | +215.1% |
| All | +207.2% | -18.5% | +225.7% | +215.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling