-83.4%
FCUV vs PLTD
-77.8%
-5.6%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | +4.6% | -18.3% | -11.9% |
| 7D | +62.8% | +5.9% | +56.9% | +67.0% |
| 30D | +66.5% | -11.6% | +78.1% | +56.1% |
| 3M | +459.9% | -29.9% | +489.9% | +383.3% |
| 6M | -12.4% | -28.5% | +16.2% | -22.0% |
| YTD | -47.5% | -20.4% | -27.1% | -48.7% |
| 1Y | -80.5% | -33.3% | -47.2% | -82.3% |
| All | -83.4% | -77.8% | -5.6% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling