-42.7%
FIS vs PLTD
-31.0%
-11.7%
-43.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.4% | -3.8% | -3.4% |
| 7D | -9.1% | -0.9% | -8.1% | -9.1% |
| 30D | -10.4% | +1.3% | -11.8% | -10.3% |
| 3M | -3.7% | -32.9% | +29.2% | -5.7% |
| 6M | -24.8% | -24.9% | +0.1% | -26.0% |
| YTD | -41.6% | -18.2% | -23.3% | -42.8% |
| 1Y | -42.7% | -28.7% | -14.0% | -43.2% |
| All | -42.7% | -31.0% | -11.7% | -43.2% |
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