+44.4%
FAST vs PLTU
+124.7%
-80.4%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.6% | +1.1% | +0.5% |
| 7D | +4.8% | -9.2% | +14.0% | +5.0% |
| 30D | +8.6% | -37.3% | +45.9% | +9.8% |
| 3M | +5.7% | -14.7% | +20.4% | +5.8% |
| 6M | +25.5% | +17.3% | +8.2% | +23.6% |
| YTD | +39.6% | -39.4% | +79.0% | +39.7% |
| 1Y | +35.5% | -50.6% | +86.0% | +36.5% |
| All | +44.4% | +124.7% | -80.4% | +31.9% |
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