+30.3%
USAR vs PLTD
-77.2%
+107.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.3% |
| 7D | -4.4% | -0.9% | -3.5% | -4.7% |
| 30D | -10.4% | +1.3% | -11.7% | -9.6% |
| 3M | -18.4% | -32.9% | +14.5% | -26.7% |
| 6M | -8.8% | -24.9% | +16.1% | -12.3% |
| YTD | +43.4% | -18.2% | +61.6% | +43.9% |
| 1Y | +21.0% | -28.7% | +49.7% | +19.1% |
| All | +30.3% | -77.2% | +107.5% | +17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 10y: compounded portfolio wealth divided by compounded PLTD 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…
10y analysis · Full analysis span regression · 6 months rolling