+69.6%
FN vs PLTU
+154.0%
-84.4%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -9.0% | +12.2% | +4.6% |
| 7D | -1.7% | -13.6% | +11.9% | +0.2% |
| 30D | -22.0% | +16.7% | -38.7% | -24.9% |
| 3M | -43.0% | +29.6% | -72.6% | -47.4% |
| 6M | -27.7% | -0.1% | -27.6% | -32.4% |
| YTD | -10.5% | -31.5% | +21.0% | -12.0% |
| 1Y | +12.5% | -19.7% | +32.2% | +5.4% |
| All | +69.6% | +154.0% | -84.4% | +23.3% |
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