+22.0%
FN vs PLTU
+90.0%
-68.1%
-60.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -14.2% | -19.6% | +5.4% | -10.9% |
| 7D | -16.0% | -39.1% | +23.1% | -8.7% |
| 30D | -40.1% | -37.6% | -2.5% | -35.3% |
| 3M | -43.9% | -12.7% | -31.2% | -43.4% |
| 6M | -55.6% | +1.7% | -57.4% | -58.3% |
| YTD | -35.7% | -48.8% | +13.1% | -33.7% |
| 1Y | -39.8% | -56.2% | +16.3% | -36.4% |
| All | +22.0% | +90.0% | -68.1% | -7.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling