-48.8%
FIS vs PLTU
+154.0%
-202.8%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -9.0% | +8.1% | -0.6% |
| 7D | +1.1% | -13.6% | +14.7% | +1.6% |
| 30D | -2.2% | +16.7% | -18.9% | -3.0% |
| 3M | +2.1% | +29.6% | -27.4% | +0.1% |
| 6M | -14.7% | -0.1% | -14.6% | -16.0% |
| YTD | -35.7% | -31.5% | -4.2% | -36.2% |
| 1Y | -37.1% | -19.7% | -17.3% | -38.4% |
| All | -48.8% | +154.0% | -202.8% | -53.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling