-21.7%
FN vs PLTD
-18.6%
-3.0%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -5.5% | +17.4% | +10.0% |
| 7D | +16.3% | +4.2% | +12.0% | +18.5% |
| 30D | -24.7% | +20.8% | -45.6% | -19.7% |
| 3M | -34.9% | -2.6% | -32.4% | -34.1% |
| 6M | -41.1% | -33.1% | -8.0% | -45.0% |
| YTD | -19.6% | -20.0% | +0.4% | -13.0% |
| All | -21.7% | -18.6% | -3.0% | -4.9% |
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