-3.7%
UPS vs PLTD
-77.7%
+74.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -5.5% | +8.0% | +2.1% |
| 7D | +1.1% | +4.2% | -3.1% | +1.4% |
| 30D | +17.3% | +20.8% | -3.5% | +18.7% |
| 3M | +7.9% | -2.6% | +10.4% | +7.9% |
| 6M | +13.7% | -33.1% | +46.8% | +12.0% |
| YTD | +17.2% | -20.0% | +37.2% | +17.1% |
| 1Y | +23.2% | -21.6% | +44.9% | +23.1% |
| All | -3.7% | -77.7% | +74.0% | -12.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling