+34.3%
UNP vs PLTU
+134.3%
-100.0%
-17.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.8% | +0.4% |
| 7D | -2.1% | -0.9% | -1.2% | -2.1% |
| 30D | +7.3% | -34.7% | +42.0% | +7.8% |
| 3M | +3.6% | -10.8% | +14.4% | +3.6% |
| 6M | +15.8% | +24.1% | -8.2% | +14.7% |
| YTD | +32.6% | -36.8% | +69.4% | +33.2% |
| 1Y | +37.2% | -47.0% | +84.2% | +38.6% |
| All | +34.3% | +134.3% | -100.0% | +20.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling