+39.2%
FERG vs PLTD
-77.5%
+116.8%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.2% | -1.5% | +0.8% |
| 7D | +9.7% | -4.8% | +14.5% | +9.3% |
| 30D | +15.0% | +16.9% | -1.8% | +16.9% |
| 3M | +3.8% | +2.6% | +1.1% | +4.3% |
| 6M | +10.6% | -36.2% | +46.9% | +7.4% |
| YTD | +17.0% | -19.4% | +36.4% | +17.4% |
| 1Y | +7.1% | -22.5% | +29.6% | +7.1% |
| All | +39.2% | -77.5% | +116.8% | +22.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling