+7.1%
FERG vs PLTU
-44.3%
+51.4%
-19.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.2% | +4.8% | +0.8% |
| 7D | +9.7% | +9.0% | +0.7% | +9.5% |
| 30D | +15.0% | -33.0% | +48.0% | +15.7% |
| 3M | +3.8% | -19.0% | +22.7% | +3.8% |
| 6M | +10.6% | +30.4% | -19.8% | +9.5% |
| YTD | +17.0% | -40.2% | +57.1% | +17.5% |
| 1Y | +7.1% | -37.8% | +44.9% | +5.4% |
| All | +7.1% | -44.3% | +51.4% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling