+50.1%
FFIV vs PLTU
+154.0%
-103.9%
-34.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | +0.2% |
| 7D | -1.0% | -13.6% | +12.6% | 0.0% |
| 30D | -5.1% | +16.7% | -21.7% | -6.5% |
| 3M | -4.5% | +29.6% | -34.0% | -8.0% |
| 6M | +36.5% | -0.1% | +36.6% | +32.6% |
| YTD | +53.0% | -31.5% | +84.5% | +51.7% |
| 1Y | +24.2% | -19.7% | +43.9% | +19.5% |
| All | +50.1% | +154.0% | -103.9% | +20.5% |
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