+3.3%
USHY vs PLTU
-36.4%
+39.7%
-2.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | -0.5% |
| 7D | -0.7% | -17.7% | +17.0% | -0.6% |
| 30D | -0.5% | -12.5% | +12.0% | -0.5% |
| 3M | +0.5% | +39.5% | -39.0% | 0.0% |
| 6M | +1.5% | -7.0% | +8.5% | +1.2% |
| YTD | +1.7% | -38.1% | +39.8% | +1.8% |
| All | +3.3% | -36.4% | +39.7% | +3.1% |
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