-67.9%
FICO vs PLTU
+103.5%
-171.4%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.1% | -7.5% | -0.9% |
| 7D | -0.9% | -25.3% | +24.4% | +0.9% |
| 30D | +3.3% | -34.5% | +37.8% | +5.8% |
| 3M | -31.7% | -3.4% | -28.4% | -32.1% |
| 6M | -34.0% | +12.4% | -46.4% | -36.1% |
| YTD | -58.3% | -45.1% | -13.2% | -58.1% |
| 1Y | -57.9% | -45.7% | -12.3% | -57.9% |
| All | -67.9% | +103.5% | -171.4% | -73.9% |
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 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