-82.7%
FCUV vs PLTU
+154.0%
-236.7%
-99.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.7% | -9.0% | -4.6% | -12.0% |
| 7D | +62.8% | -13.6% | +76.4% | +66.6% |
| 30D | +66.5% | +16.7% | +49.8% | +56.4% |
| 3M | +459.9% | +29.6% | +430.4% | +385.6% |
| 6M | -12.4% | -0.1% | -12.3% | -21.7% |
| YTD | -47.5% | -31.5% | -16.0% | -48.7% |
| 1Y | -80.5% | -19.7% | -60.8% | -82.5% |
| All | -82.7% | +154.0% | -236.7% | -94.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling