+32.1%
UNP vs PLTD
-77.7%
+109.8%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.5% | +7.9% | +2.2% |
| 7D | -3.3% | +4.2% | -7.5% | -3.1% |
| 30D | +6.7% | +20.8% | -14.1% | +7.3% |
| 3M | +1.8% | -2.6% | +4.4% | +1.8% |
| 6M | +13.3% | -33.1% | +46.4% | +12.3% |
| YTD | +30.3% | -20.0% | +50.4% | +31.1% |
| 1Y | +36.9% | -21.6% | +58.6% | +37.7% |
| All | +32.1% | -77.7% | +109.8% | +19.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling