+27.1%
UNP vs PLTU
+129.7%
-102.7%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -4.4% | +4.7% | +0.4% |
| 7D | -1.2% | -17.7% | +16.6% | -0.9% |
| 30D | -2.0% | -12.5% | +10.5% | -1.8% |
| 3M | +7.5% | +39.5% | -32.0% | +6.6% |
| 6M | +15.3% | -7.0% | +22.3% | +14.9% |
| YTD | +25.4% | -38.1% | +63.5% | +26.2% |
| 1Y | +35.6% | -36.0% | +71.6% | +35.2% |
| All | +27.1% | +129.7% | -102.7% | +14.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling