+24.8%
UPS vs PLTU
-44.3%
+69.1%
-20.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +1.9% |
| 7D | +3.8% | +9.0% | -5.3% | +3.6% |
| 30D | +17.4% | -33.0% | +50.3% | +18.0% |
| 3M | +8.2% | -19.0% | +27.2% | +8.3% |
| 6M | +17.9% | +30.4% | -12.5% | +17.1% |
| YTD | +18.7% | -40.2% | +58.9% | +18.8% |
| 1Y | +24.8% | -37.8% | +62.6% | +23.5% |
| All | +24.8% | -44.3% | +69.1% | +23.5% |
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