-54.8%
FND vs PLTU
+134.3%
-189.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +4.3% | -5.0% | -1.0% |
| 7D | -4.4% | -0.9% | -3.5% | -4.5% |
| 30D | +14.5% | -34.7% | +49.2% | +17.0% |
| 3M | -15.6% | -10.8% | -4.8% | -15.7% |
| 6M | +4.7% | +24.1% | -19.3% | +1.1% |
| YTD | -16.1% | -36.8% | +20.7% | -16.8% |
| 1Y | -16.0% | -47.0% | +31.0% | -15.9% |
| All | -54.8% | +134.3% | -189.1% | -63.2% |
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