+8.7%
USHY vs PLTD
-77.5%
+86.2%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.2% | -2.3% | -0.1% |
| 7D | -0.4% | -4.8% | +4.3% | -0.6% |
| 30D | +0.6% | +16.9% | -16.3% | +1.1% |
| 3M | -2.0% | +2.6% | -4.6% | -1.8% |
| 6M | -0.5% | -36.2% | +35.7% | -1.5% |
| YTD | +0.6% | -19.4% | +20.0% | +0.7% |
| 1Y | +2.1% | -22.5% | +24.7% | +2.1% |
| All | +8.7% | -77.5% | +86.2% | +3.9% |
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