+9.7%
USHY vs PLTU
+133.3%
-123.6%
-4.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | 0.0% |
| 7D | -0.7% | -8.1% | +7.5% | -0.6% |
| 30D | -0.7% | -7.0% | +6.4% | -0.6% |
| 3M | +0.1% | +40.0% | -40.0% | -0.8% |
| 6M | +1.8% | -6.0% | +7.8% | +1.3% |
| YTD | +1.8% | -37.1% | +38.9% | +1.8% |
| 1Y | +3.3% | -33.1% | +36.4% | +2.9% |
| All | +9.7% | +133.3% | -123.6% | +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 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