+30.3%
URI vs PLTU
-48.7%
+79.0%
-25.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.4% | -2.1% |
| 7D | -6.0% | -9.2% | +3.2% | -6.1% |
| 30D | +4.6% | -37.3% | +41.9% | +4.1% |
| 3M | -2.7% | -14.7% | +12.0% | -2.6% |
| 6M | +18.4% | +17.3% | +1.1% | +19.8% |
| YTD | +37.4% | -39.4% | +76.8% | +41.7% |
| All | +30.3% | -48.7% | +79.0% | +37.4% |
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