-67.8%
FICO vs PLTD
-76.4%
+8.6%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -3.2% | +2.8% | -0.8% |
| 7D | -0.9% | +13.7% | -14.7% | +0.9% |
| 30D | +3.3% | +18.4% | -15.1% | +5.9% |
| 3M | -31.7% | -7.5% | -24.3% | -32.0% |
| 6M | -34.0% | -31.3% | -2.7% | -35.9% |
| YTD | -58.3% | -15.4% | -42.9% | -58.0% |
| 1Y | -57.9% | -18.4% | -39.5% | -57.7% |
| All | -67.8% | -76.4% | +8.6% | -73.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling