+43.6%
FERG vs PLTD
-78.1%
+121.7%
-21.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +1.6% |
| 7D | +6.4% | -1.6% | +8.0% | +6.4% |
| 30D | +19.9% | +18.5% | +1.5% | +22.0% |
| 3M | +5.6% | -2.4% | +8.0% | +5.6% |
| 6M | +9.2% | -34.6% | +43.8% | +6.4% |
| YTD | +20.6% | -21.4% | +42.1% | +20.8% |
| 1Y | +5.7% | -16.8% | +22.4% | +6.9% |
| All | +43.6% | -78.1% | +121.7% | +25.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling