+21.2%
FERG vs PLTD
-77.2%
+98.4%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.7% | -1.3% |
| 7D | +0.9% | -0.9% | +1.8% | +0.8% |
| 30D | -15.1% | +1.3% | -16.4% | -14.9% |
| 3M | -4.8% | -32.9% | +28.0% | -7.3% |
| 6M | -2.5% | -24.9% | +22.4% | -3.5% |
| YTD | +1.8% | -18.2% | +20.1% | +2.2% |
| 1Y | -0.3% | -28.7% | +28.4% | -1.1% |
| All | +21.2% | -77.2% | +98.4% | +6.4% |
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