+24.3%
FE vs PLTU
+142.1%
-117.9%
-14.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +4.0% | -0.7% |
| 7D | +0.6% | -11.6% | +12.2% | +0.5% |
| 30D | -2.1% | -4.6% | +2.5% | -2.2% |
| 3M | +2.6% | +33.7% | -31.1% | +3.2% |
| 6M | -6.8% | -9.4% | +2.6% | -6.4% |
| YTD | +6.9% | -34.7% | +41.6% | +7.2% |
| 1Y | +11.6% | -23.2% | +34.8% | +12.0% |
| All | +24.3% | +142.1% | -117.9% | +23.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling