+32.8%
USB vs PLTU
-56.7%
+89.5%
-16.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -19.6% | +17.5% | -1.9% |
| 7D | -1.5% | -39.1% | +37.6% | -1.1% |
| 30D | +4.3% | -37.6% | +41.9% | +4.7% |
| 3M | -6.1% | -12.7% | +6.6% | -6.3% |
| 6M | +9.4% | +1.7% | +7.7% | +8.6% |
| YTD | +15.2% | -48.8% | +63.9% | +15.6% |
| 1Y | +32.8% | -56.2% | +88.9% | +33.9% |
| All | +32.8% | -56.7% | +89.5% | +33.9% |
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