+32.8%
USB vs PLTU
+154.0%
-121.3%
-27.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -9.0% | +8.8% | +0.2% |
| 7D | +1.4% | -13.6% | +15.0% | +2.1% |
| 30D | -1.3% | +16.7% | -18.0% | -2.5% |
| 3M | +15.2% | +29.6% | -14.3% | +12.2% |
| 6M | +18.8% | -0.1% | +18.9% | +16.5% |
| YTD | +21.0% | -31.5% | +52.5% | +20.9% |
| 1Y | +34.0% | -19.7% | +53.7% | +30.4% |
| All | +32.8% | +154.0% | -121.3% | +10.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling