+36.2%
FN vs PLTU
+103.5%
-67.3%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.7% | +7.1% | +4.6% | +10.4% |
| 7D | 0.0% | -25.3% | +25.3% | +5.1% |
| 30D | -34.3% | -34.5% | +0.2% | -29.6% |
| 3M | -39.9% | -3.4% | -36.5% | -40.3% |
| 6M | -51.8% | +12.4% | -64.2% | -55.5% |
| YTD | -28.1% | -45.1% | +17.0% | -26.8% |
| 1Y | -29.1% | -45.7% | +16.6% | -27.8% |
| All | +36.2% | +103.5% | -67.3% | +2.6% |
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