+272.5%
UMC vs PLTU
+140.2%
+132.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -0.8% | +4.8% | +4.0% |
| 7D | +13.6% | -0.8% | +14.4% | +13.5% |
| 30D | +20.8% | -8.8% | +29.6% | +21.0% |
| 3M | +16.1% | +41.7% | -25.5% | +12.2% |
| 6M | +137.3% | -9.3% | +146.6% | +133.7% |
| YTD | +193.8% | -35.2% | +229.0% | +193.9% |
| 1Y | +236.1% | -29.5% | +265.6% | +232.3% |
| All | +272.5% | +140.2% | +132.3% | +229.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling