-38.6%
FICO vs PLTU
-18.5%
-20.1%
-50.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -9.0% | -7.7% | -16.2% |
| 7D | -19.2% | -13.6% | -5.6% | -18.6% |
| 30D | -14.6% | +16.7% | -31.3% | -14.9% |
| 3M | -20.1% | +29.6% | -49.7% | -21.1% |
| 6M | -36.3% | -0.1% | -36.2% | -37.2% |
| YTD | -44.9% | -31.5% | -13.3% | -46.2% |
| 1Y | -38.6% | -19.7% | -18.9% | -33.9% |
| All | -38.6% | -18.5% | -20.1% | -33.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling