-67.8%
FICO vs PLTU
+90.0%
-157.8%
-73.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -19.6% | +20.5% | +2.3% |
| 7D | -0.3% | -39.1% | +38.9% | +3.1% |
| 30D | +1.7% | -37.6% | +39.3% | +4.5% |
| 3M | -35.2% | -12.7% | -22.5% | -35.1% |
| 6M | -33.7% | +1.7% | -35.4% | -35.3% |
| YTD | -58.2% | -48.8% | -9.4% | -57.8% |
| 1Y | -56.6% | -56.2% | -0.4% | -55.9% |
| All | -67.8% | +90.0% | -157.8% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling