-29.1%
FN vs PLTD
-12.9%
-16.2%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | -3.2% | +14.9% | +10.6% |
| 7D | 0.0% | +13.7% | -13.8% | +4.5% |
| 30D | -34.3% | +18.4% | -52.7% | -30.0% |
| 3M | -39.9% | -7.5% | -32.4% | -39.8% |
| 6M | -51.8% | -31.3% | -20.5% | -54.9% |
| YTD | -28.1% | -15.4% | -12.8% | -22.1% |
| 1Y | -29.1% | -18.4% | -10.7% | -23.0% |
| All | -29.1% | -12.9% | -16.2% | -23.0% |
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 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