+43.5%
URI vs PLTU
+121.9%
-78.4%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.2% | +2.9% | -1.0% |
| 7D | +6.7% | +9.0% | -2.3% | +6.1% |
| 30D | +8.9% | -33.0% | +41.9% | +11.2% |
| 3M | +0.5% | -19.0% | +19.5% | +1.3% |
| 6M | +20.7% | +30.4% | -9.7% | +16.0% |
| YTD | +40.0% | -40.2% | +80.2% | +41.4% |
| 1Y | +34.4% | -37.8% | +72.2% | +34.6% |
| All | +43.5% | +121.9% | -78.4% | +9.7% |
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