+48.9%
FN vs PLTD
-77.7%
+126.6%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | -5.5% | +17.4% | +9.9% |
| 7D | +16.3% | +4.2% | +12.0% | +18.9% |
| 30D | -24.7% | +20.8% | -45.6% | -18.7% |
| 3M | -34.9% | -2.6% | -32.4% | -34.2% |
| 6M | -41.1% | -33.1% | -8.0% | -45.7% |
| YTD | -19.6% | -20.0% | +0.4% | -19.0% |
| 1Y | -18.5% | -21.6% | +3.1% | -17.1% |
| All | +48.9% | -77.7% | +126.6% | +13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling