+36.2%
URI vs PLTD
-76.4%
+112.6%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.2% | +4.3% | +0.7% |
| 7D | -9.8% | +13.7% | -23.5% | -8.2% |
| 30D | +1.7% | +18.4% | -16.7% | +4.2% |
| 3M | -9.1% | -7.5% | -1.6% | -9.3% |
| 6M | +9.9% | -31.3% | +41.2% | +6.8% |
| YTD | +31.2% | -15.4% | +46.6% | +33.6% |
| 1Y | +25.9% | -18.4% | +44.4% | +27.8% |
| All | +36.2% | -76.4% | +112.6% | +6.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling