-76.3%
FISV vs PLTD
-77.2%
+1.0%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.4% | -4.7% | -4.3% |
| 7D | -6.4% | -0.9% | -5.5% | -6.4% |
| 30D | -6.8% | +1.3% | -8.2% | -6.6% |
| 3M | -10.0% | -32.9% | +22.9% | -12.1% |
| 6M | -20.6% | -24.9% | +4.3% | -21.7% |
| YTD | -27.6% | -18.2% | -9.3% | -28.3% |
| 1Y | -64.3% | -28.7% | -35.6% | -65.1% |
| All | -76.3% | -77.2% | +1.0% | -79.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling