+258.2%
UMC vs PLTU
+142.1%
+116.1%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | -4.7% | +9.7% | +5.3% |
| 7D | +6.6% | -11.6% | +18.2% | +7.1% |
| 30D | +16.6% | -4.6% | +21.2% | +16.5% |
| 3M | +11.0% | +33.7% | -22.7% | +7.6% |
| 6M | +131.3% | -9.4% | +140.7% | +127.8% |
| YTD | +182.5% | -34.7% | +217.2% | +182.5% |
| 1Y | +222.3% | -23.2% | +245.5% | +217.0% |
| All | +258.2% | +142.1% | +116.1% | +216.5% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling