-63.3%
FIS vs PLTD
-77.5%
+14.3%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +4.3% |
| 7D | +2.8% | -4.8% | +7.6% | +2.5% |
| 30D | -16.7% | +16.9% | -33.6% | -15.7% |
| 3M | -32.3% | +2.6% | -34.9% | -32.1% |
| 6M | -29.1% | -36.2% | +7.2% | -30.7% |
| YTD | -54.1% | -19.4% | -34.7% | -54.4% |
| 1Y | -53.7% | -22.5% | -31.2% | -54.0% |
| All | -63.3% | -77.5% | +14.3% | -66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling