+43.7%
FAST vs PLTU
+126.1%
-82.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.1% | -8.1% | +2.7% |
| 7D | +3.8% | -11.7% | +15.6% | +4.1% |
| 30D | +8.1% | -36.9% | +45.0% | +9.2% |
| 3M | +5.8% | -10.9% | +16.7% | +5.8% |
| 6M | +24.9% | +18.0% | +6.9% | +23.0% |
| YTD | +38.9% | -39.0% | +78.0% | +39.0% |
| 1Y | +36.5% | -41.5% | +78.0% | +36.5% |
| All | +43.7% | +126.1% | -82.5% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling