-61.1%
FISV vs PLTU
-18.5%
-42.6%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -9.0% | +9.5% | +0.9% |
| 7D | -0.3% | -13.6% | +13.2% | +0.2% |
| 30D | -2.1% | +16.7% | -18.7% | -2.8% |
| 3M | -5.7% | +29.6% | -35.3% | -7.9% |
| 6M | -15.3% | -0.1% | -15.2% | -17.5% |
| YTD | -21.1% | -31.5% | +10.4% | -25.3% |
| 1Y | -61.1% | -19.7% | -41.4% | -61.2% |
| All | -61.1% | -18.5% | -42.6% | -61.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling