-62.0%
FISV vs PLTD
-25.5%
-36.5%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -0.7% | +6.2% | +5.3% |
| 7D | -2.7% | +4.2% | -6.9% | -2.3% |
| 30D | 0.0% | +0.7% | -0.7% | +0.3% |
| 3M | -2.8% | -32.4% | +29.6% | -5.2% |
| 6M | -11.8% | -26.2% | +14.4% | -13.6% |
| YTD | -23.2% | -17.0% | -6.2% | -27.0% |
| 1Y | -62.0% | -26.7% | -35.3% | -62.5% |
| All | -62.0% | -25.5% | -36.5% | -62.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling