+35.3%
UNP vs PLTD
-78.0%
+113.3%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.4% | +0.3% | +0.7% |
| 7D | +2.1% | -9.8% | +11.8% | +1.8% |
| 30D | +7.7% | +18.9% | -11.2% | +8.3% |
| 3M | +4.0% | -4.2% | +8.3% | +4.0% |
| 6M | +15.7% | -34.8% | +50.5% | +14.5% |
| YTD | +33.5% | -21.1% | +54.6% | +34.2% |
| 1Y | +38.9% | -19.3% | +58.2% | +40.1% |
| All | +35.3% | -78.0% | +113.3% | +22.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling