+32.6%
UNP vs PLTD
-33.9%
+66.5%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.6% | -4.5% | 0.0% |
| 7D | -5.3% | +5.9% | -11.3% | -5.6% |
| 30D | -1.5% | -11.6% | +10.1% | -1.1% |
| 3M | +10.3% | -29.9% | +40.2% | +11.0% |
| 6M | +9.7% | -28.5% | +38.2% | +10.3% |
| YTD | +27.1% | -20.4% | +47.5% | +27.4% |
| 1Y | +32.6% | -33.3% | +65.8% | +35.0% |
| All | +32.6% | -33.9% | +66.5% | +35.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling