+229.1%
UMC vs PLTU
-35.5%
+264.6%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.4% | +1.9% | -2.3% |
| 7D | +11.4% | -17.7% | +29.1% | +12.4% |
| 30D | +16.8% | -12.5% | +29.3% | +17.2% |
| 3M | +19.1% | +39.5% | -20.4% | +15.3% |
| 6M | +137.4% | -7.0% | +144.4% | +134.7% |
| YTD | +186.4% | -38.1% | +224.4% | +193.7% |
| 1Y | +229.1% | -36.0% | +265.1% | +238.7% |
| All | +229.1% | -35.5% | +264.6% | +238.7% |
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