+29.3%
URI vs PLTU
+142.1%
-112.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | +0.8% |
| 7D | +2.5% | -11.6% | +14.1% | +3.1% |
| 30D | -12.5% | -4.6% | -7.9% | -12.5% |
| 3M | -6.2% | +33.7% | -39.9% | -9.1% |
| 6M | +25.9% | -9.4% | +35.3% | +23.9% |
| YTD | +26.2% | -34.7% | +60.9% | +27.1% |
| 1Y | +5.5% | -23.2% | +28.7% | +2.2% |
| All | +29.3% | +142.1% | -112.8% | -1.4% |
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 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