+24.8%
FE vs PLTD
-76.4%
+101.2%
-15.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | -0.4% |
| 7D | 0.0% | +13.7% | -13.8% | -0.4% |
| 30D | +5.2% | +18.4% | -13.2% | +4.7% |
| 3M | 0.0% | -7.5% | +7.4% | 0.0% |
| 6M | +5.0% | -31.3% | +36.3% | +5.5% |
| YTD | +7.9% | -15.4% | +23.3% | +8.0% |
| 1Y | +6.3% | -18.4% | +24.8% | +6.4% |
| All | +24.8% | -76.4% | +101.2% | +23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling