-11.3%
UPS vs PLTU
+154.0%
-165.3%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.0% | +7.9% | -0.9% |
| 7D | -2.9% | -13.6% | +10.7% | -2.5% |
| 30D | -3.5% | +16.7% | -20.2% | -4.1% |
| 3M | -5.7% | +29.6% | -35.3% | -7.1% |
| 6M | -4.4% | -0.1% | -4.3% | -5.5% |
| YTD | +8.0% | -31.5% | +39.5% | +7.8% |
| 1Y | +29.0% | -19.7% | +48.8% | +26.9% |
| All | -11.3% | +154.0% | -165.3% | -19.9% |
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