+25.9%
URI vs PLTU
-53.1%
+79.1%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.1% | -6.0% | +1.1% |
| 7D | -9.8% | -25.3% | +15.5% | -9.8% |
| 30D | +1.7% | -34.5% | +36.2% | +1.7% |
| 3M | -9.1% | -3.4% | -5.7% | -8.4% |
| 6M | +9.9% | +12.4% | -2.5% | +11.5% |
| YTD | +31.2% | -45.1% | +76.3% | +35.1% |
| 1Y | +25.9% | -45.7% | +71.6% | +29.2% |
| All | +25.9% | -53.1% | +79.1% | +29.2% |
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 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