-64.4%
FIS vs PLTU
+103.5%
-168.0%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +7.1% | -9.3% | -2.5% |
| 7D | -25.5% | -25.3% | -0.1% | -24.7% |
| 30D | -15.1% | -34.5% | +19.4% | -13.9% |
| 3M | -32.1% | -3.4% | -28.8% | -32.4% |
| 6M | -36.1% | +12.4% | -48.5% | -37.3% |
| YTD | -55.4% | -45.1% | -10.3% | -55.5% |
| 1Y | -53.9% | -45.7% | -8.2% | -54.1% |
| All | -64.4% | +103.5% | -168.0% | -67.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling