-33.7%
FICO vs PLTU
-4.9%
-28.8%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -19.6% | +20.5% | +2.1% |
| 7D | -0.3% | -39.1% | +38.9% | +2.8% |
| 30D | +1.7% | -37.6% | +39.3% | +4.1% |
| 3M | -35.2% | -12.7% | -22.5% | -35.0% |
| 6M | -33.7% | +1.7% | -35.4% | -33.8% |
| All | -33.7% | -4.9% | -28.8% | -33.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling