-12.9%
UPS vs PLTU
+142.1%
-155.0%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.7% | +2.9% | -1.6% |
| 7D | -2.1% | -11.6% | +9.5% | -1.8% |
| 30D | -2.3% | -4.6% | +2.3% | -2.3% |
| 3M | -5.2% | +33.7% | -38.9% | -6.7% |
| 6M | +1.4% | -9.4% | +10.8% | +0.5% |
| YTD | +6.1% | -34.7% | +40.8% | +6.1% |
| 1Y | +27.0% | -23.2% | +50.2% | +25.1% |
| All | -12.9% | +142.1% | -155.0% | -21.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling