-39.5%
USAR vs PLTD
-77.7%
+38.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.6% | +0.2% | -9.8% | -9.5% |
| 7D | -9.1% | +2.8% | -11.9% | -7.3% |
| 30D | -36.9% | +21.1% | -58.0% | -31.1% |
| 3M | -58.4% | -0.7% | -57.7% | -57.6% |
| 6M | -70.6% | -33.0% | -37.7% | -72.8% |
| YTD | -33.4% | -19.9% | -13.6% | -32.4% |
| 1Y | -54.0% | -13.9% | -40.2% | -51.7% |
| All | -39.5% | -77.7% | +38.2% | -44.8% |
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