+52.3%
FN vs PLTU
+126.1%
-73.8%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.9% | +11.1% | +0.8% | +9.9% |
| 7D | +16.3% | -11.7% | +28.0% | +18.9% |
| 30D | -24.7% | -36.9% | +12.2% | -18.8% |
| 3M | -34.9% | -10.9% | -24.0% | -34.4% |
| 6M | -41.1% | +18.0% | -59.1% | -45.9% |
| YTD | -19.6% | -39.0% | +19.4% | -19.5% |
| 1Y | -18.5% | -41.5% | +23.0% | -18.0% |
| All | +52.3% | +126.1% | -73.8% | +12.7% |
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