-64.8%
FIS vs PLTD
-78.0%
+13.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +0.4% | -6.5% | -6.1% |
| 7D | -3.5% | -9.8% | +6.2% | -4.2% |
| 30D | -19.4% | +18.9% | -38.4% | -18.3% |
| 3M | -31.6% | -4.2% | -27.3% | -31.7% |
| 6M | -32.5% | -34.8% | +2.3% | -34.0% |
| YTD | -56.0% | -21.1% | -34.8% | -56.2% |
| 1Y | -55.5% | -19.3% | -36.3% | -55.7% |
| All | -64.8% | -78.0% | +13.3% | -67.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling