-59.7%
FICO vs PLTD
-16.7%
-43.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.4% | -2.0% | -1.5% |
| 7D | +1.4% | -9.8% | +11.2% | +0.4% |
| 30D | -0.8% | +18.9% | -19.7% | +1.3% |
| 3M | -31.3% | -4.2% | -27.1% | -31.4% |
| 6M | -33.9% | -34.8% | +0.9% | -35.3% |
| YTD | -57.6% | -21.1% | -36.4% | -58.5% |
| 1Y | -59.7% | -19.3% | -40.4% | -60.5% |
| All | -59.7% | -16.7% | -43.0% | -60.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling