-17.9%
FN vs PLTU
-46.5%
+28.7%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | +4.3% | +1.6% | +5.2% |
| 7D | +8.0% | -0.9% | +8.9% | +8.2% |
| 30D | -19.1% | -34.7% | +15.5% | -14.4% |
| 3M | -29.8% | -10.8% | -19.1% | -29.2% |
| 6M | -43.2% | +24.1% | -67.3% | -47.7% |
| YTD | -18.9% | -36.8% | +17.9% | -13.5% |
| 1Y | -17.9% | -47.0% | +29.1% | -4.8% |
| All | -17.9% | -46.5% | +28.7% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling