+19.5%
FFIV vs PLTU
+103.5%
-84.0%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +7.1% | -7.4% | -0.9% |
| 7D | -8.1% | -25.3% | +17.2% | -6.0% |
| 30D | -33.4% | -34.5% | +1.1% | -31.2% |
| 3M | -24.7% | -3.4% | -21.4% | -24.8% |
| 6M | -8.8% | +12.4% | -21.3% | -11.8% |
| YTD | +21.8% | -45.1% | +66.9% | +22.9% |
| 1Y | +25.3% | -45.7% | +71.0% | +25.8% |
| All | +19.5% | +103.5% | -84.0% | -2.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling