+40.9%
FDX vs PLTU
+103.5%
-62.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +7.1% | -9.8% | -3.0% |
| 7D | -1.6% | -25.3% | +23.7% | -0.7% |
| 30D | +6.6% | -34.5% | +41.1% | +7.9% |
| 3M | -2.1% | -3.4% | +1.3% | -2.5% |
| 6M | +2.2% | +12.4% | -10.2% | +0.5% |
| YTD | +33.9% | -45.1% | +79.1% | +35.0% |
| 1Y | +50.2% | -45.7% | +95.9% | +50.9% |
| All | +40.9% | +103.5% | -62.6% | +26.4% |
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