+47.3%
FN vs PLTU
+131.7%
-84.4%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.1% | -3.0% | -3.9% |
| 7D | +20.8% | +21.9% | -1.1% | +16.9% |
| 30D | -17.3% | -35.3% | +18.0% | -11.2% |
| 3M | -38.1% | -7.7% | -30.4% | -37.9% |
| 6M | -44.2% | +24.2% | -68.5% | -49.3% |
| YTD | -22.3% | -37.5% | +15.3% | -22.5% |
| 1Y | -20.9% | -43.6% | +22.6% | -19.7% |
| All | +47.3% | +131.7% | -84.4% | +8.6% |
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