-57.5%
FICO vs PLTU
+154.0%
-211.6%
-58.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.7% | -9.0% | -7.7% | -16.0% |
| 7D | -19.2% | -13.6% | -5.6% | -18.3% |
| 30D | -14.6% | +16.7% | -31.3% | -15.6% |
| 3M | -20.1% | +29.6% | -49.7% | -22.6% |
| 6M | -36.3% | -0.1% | -36.2% | -37.8% |
| YTD | -44.9% | -31.5% | -13.3% | -45.0% |
| 1Y | -38.6% | -19.7% | -18.9% | -40.7% |
| All | -57.5% | +154.0% | -211.6% | -65.7% |
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