+42.6%
UNP vs PLTU
-47.9%
+90.5%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.5% | +6.2% | +1.6% |
| 7D | +3.6% | -24.5% | +28.1% | +3.1% |
| 30D | +11.4% | -20.2% | +31.5% | +10.9% |
| 3M | +4.6% | +3.1% | +1.5% | +4.9% |
| 6M | +18.3% | +8.7% | +9.5% | +19.1% |
| YTD | +35.4% | -36.2% | +71.6% | +36.2% |
| 1Y | +42.6% | -47.1% | +89.7% | +44.1% |
| All | +42.6% | -47.9% | +90.5% | +44.1% |
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