-74.7%
FISV vs PLTU
+133.3%
-208.1%
-80.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +1.6% | +3.8% | +5.3% |
| 7D | -2.7% | -8.1% | +5.5% | -2.3% |
| 30D | 0.0% | -7.0% | +7.1% | +0.2% |
| 3M | -2.8% | +40.0% | -42.8% | -5.2% |
| 6M | -11.8% | -6.0% | -5.8% | -13.1% |
| YTD | -23.2% | -37.1% | +13.9% | -23.9% |
| 1Y | -62.0% | -33.1% | -28.8% | -62.8% |
| All | -74.7% | +133.3% | -208.1% | -77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling