-57.9%
FND vs PLTU
+140.2%
-198.1%
-61.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.7% |
| 7D | -0.8% | -0.8% | 0.0% | -0.8% |
| 30D | -19.6% | -8.8% | -10.8% | -19.3% |
| 3M | -4.3% | +41.7% | -46.0% | -7.5% |
| 6M | -20.4% | -9.3% | -11.2% | -21.8% |
| YTD | -21.9% | -35.2% | +13.4% | -22.1% |
| 1Y | -45.2% | -29.5% | -15.7% | -46.4% |
| All | -57.9% | +140.2% | -198.1% | -65.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling