+9.7%
USHY vs PLTU
+129.7%
-120.0%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | -0.4% |
| 7D | -0.7% | -17.7% | +17.0% | -0.5% |
| 30D | -0.5% | -12.5% | +12.0% | -0.4% |
| 3M | +0.5% | +39.5% | -39.0% | -0.3% |
| 6M | +1.5% | -7.0% | +8.5% | +1.1% |
| YTD | +1.7% | -38.1% | +39.8% | +1.8% |
| 1Y | +3.5% | -36.0% | +39.5% | +3.3% |
| All | +9.7% | +129.7% | -120.0% | +4.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling