+32.9%
URI vs PLTU
+90.0%
-57.1%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -19.6% | +12.5% | -5.9% |
| 7D | -12.9% | -39.1% | +26.2% | -10.3% |
| 30D | -3.4% | -37.6% | +34.2% | -0.8% |
| 3M | -10.0% | -12.7% | +2.7% | -9.8% |
| 6M | +12.2% | +1.7% | +10.5% | +9.6% |
| YTD | +29.8% | -48.8% | +78.5% | +32.3% |
| 1Y | +24.6% | -56.2% | +80.8% | +28.4% |
| All | +32.9% | +90.0% | -57.1% | +2.7% |
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