+18.8%
FFIV vs PLTD
-76.4%
+95.3%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -0.8% |
| 7D | -8.1% | +13.7% | -21.9% | -6.0% |
| 30D | -33.4% | +18.4% | -51.8% | -31.1% |
| 3M | -24.7% | -7.5% | -17.3% | -24.7% |
| 6M | -8.8% | -31.3% | +22.5% | -11.6% |
| YTD | +21.8% | -15.4% | +37.2% | +23.3% |
| 1Y | +25.3% | -18.4% | +43.7% | +26.4% |
| All | +18.8% | -76.4% | +95.3% | -1.6% |
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