-3.8%
UPS vs PLTU
+126.1%
-129.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +11.1% | -8.7% | +2.1% |
| 7D | +1.1% | -11.7% | +12.9% | +1.4% |
| 30D | +17.3% | -36.9% | +54.3% | +18.7% |
| 3M | +7.9% | -10.9% | +18.8% | +7.8% |
| 6M | +13.7% | +18.0% | -4.2% | +11.9% |
| YTD | +17.2% | -39.0% | +56.2% | +17.0% |
| 1Y | +23.2% | -41.5% | +64.7% | +22.9% |
| All | -3.8% | +126.1% | -129.9% | -13.1% |
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 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