+38.9%
UNP vs PLTU
-47.3%
+86.2%
-12.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.7% |
| 7D | +2.1% | +21.9% | -19.8% | +2.5% |
| 30D | +7.7% | -35.3% | +43.0% | +6.9% |
| 3M | +4.0% | -7.7% | +11.7% | +4.1% |
| 6M | +15.7% | +24.2% | -8.6% | +17.1% |
| YTD | +33.5% | -37.5% | +71.0% | +33.5% |
| 1Y | +38.9% | -43.6% | +82.5% | +39.1% |
| All | +38.9% | -47.3% | +86.2% | +39.1% |
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