+65.7%
FN vs PLTD
-77.8%
+143.5%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +4.6% | -1.5% | +4.6% |
| 7D | -1.7% | +5.9% | -7.6% | +0.3% |
| 30D | -22.0% | -11.6% | -10.4% | -24.8% |
| 3M | -43.0% | -29.9% | -13.1% | -47.3% |
| 6M | -27.7% | -28.5% | +0.8% | -32.2% |
| YTD | -10.5% | -20.4% | +9.9% | -11.6% |
| 1Y | +12.5% | -33.3% | +45.8% | +6.6% |
| All | +65.7% | -77.8% | +143.5% | +23.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling