-64.9%
FIS vs PLTU
+126.1%
-191.0%
-64.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +11.1% | -12.5% | -1.8% |
| 7D | -29.4% | -11.7% | -17.7% | -29.1% |
| 30D | -16.7% | -36.9% | +20.2% | -15.5% |
| 3M | -33.0% | -10.9% | -22.0% | -33.1% |
| 6M | -33.3% | +18.0% | -51.3% | -34.7% |
| YTD | -56.0% | -39.0% | -17.0% | -56.3% |
| 1Y | -54.6% | -41.5% | -13.1% | -54.9% |
| All | -64.9% | +126.1% | -191.0% | -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