-53.5%
USAR vs PLTU
-46.5%
-7.0%
-75.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.3% | +0.1% | +3.2% |
| 7D | +0.8% | -0.9% | +1.7% | +0.8% |
| 30D | -30.1% | -34.7% | +4.6% | -22.1% |
| 3M | -56.3% | -10.8% | -45.5% | -56.0% |
| 6M | -68.6% | +24.1% | -92.6% | -72.6% |
| YTD | -30.5% | -36.8% | +6.3% | -23.3% |
| 1Y | -53.5% | -47.0% | -6.5% | -42.1% |
| All | -53.5% | -46.5% | -7.0% | -42.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling