+38.1%
USAR vs PLTU
+140.2%
-102.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.6% | -3.2% |
| 7D | -4.4% | -0.8% | -3.7% | -4.7% |
| 30D | -10.4% | -8.8% | -1.6% | -9.6% |
| 3M | -18.4% | +41.7% | -60.0% | -26.9% |
| 6M | -8.8% | -9.3% | +0.5% | -12.6% |
| YTD | +43.4% | -35.2% | +78.6% | +43.4% |
| 1Y | +21.0% | -29.5% | +50.5% | +18.0% |
| All | +38.1% | +140.2% | -102.1% | +22.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling