+39.7%
FAST vs PLTD
-75.6%
+115.3%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +9.5% | -10.1% | -0.1% |
| 7D | +0.7% | +25.1% | -24.4% | +1.9% |
| 30D | +4.6% | +21.0% | -16.4% | +5.8% |
| 3M | +6.4% | -2.9% | +9.3% | +6.4% |
| 6M | +20.6% | -27.8% | +48.4% | +19.3% |
| YTD | +34.7% | -12.6% | +47.3% | +35.5% |
| 1Y | +29.7% | -9.8% | +39.5% | +31.1% |
| All | +39.7% | -75.6% | +115.3% | +29.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling