+18.9%
FFIV vs PLTU
+121.9%
-103.0%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.2% | +1.5% | -2.3% |
| 7D | -0.5% | +9.0% | -9.6% | -1.3% |
| 30D | -32.4% | -33.0% | +0.6% | -30.3% |
| 3M | -25.7% | -19.0% | -6.7% | -24.7% |
| 6M | -13.5% | +30.4% | -43.9% | -17.3% |
| YTD | +21.1% | -40.2% | +61.3% | +21.3% |
| 1Y | +29.4% | -37.8% | +67.2% | +28.8% |
| All | +18.9% | +121.9% | -103.0% | -3.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling