-51.1%
FIS vs PLTD
-16.1%
-35.0%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -23.7% | +2.4% | -26.1% | -23.5% |
| 7D | -18.4% | +14.4% | -32.9% | -17.5% |
| 30D | -11.4% | +8.6% | -20.0% | -10.8% |
| 3M | -32.0% | -9.2% | -22.8% | -32.5% |
| 6M | -35.6% | -29.5% | -6.1% | -36.8% |
| YTD | -53.8% | -20.2% | -33.6% | -54.3% |
| 1Y | -51.1% | -16.5% | -34.6% | -51.5% |
| All | -51.1% | -16.1% | -35.0% | -51.5% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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