-64.9%
FIS vs PLTU
+131.7%
-196.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | -1.1% | -5.0% | -6.1% |
| 7D | -3.5% | +21.9% | -25.4% | -4.3% |
| 30D | -19.4% | -35.3% | +15.8% | -18.3% |
| 3M | -31.6% | -7.7% | -23.9% | -31.7% |
| 6M | -32.5% | +24.2% | -56.8% | -34.1% |
| YTD | -56.0% | -37.5% | -18.4% | -56.3% |
| 1Y | -55.5% | -43.6% | -12.0% | -55.8% |
| All | -64.9% | +131.7% | -196.6% | -68.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling