+41.4%
FOXA vs PLTD
-78.0%
+119.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | +0.4% | -3.7% | -3.3% |
| 7D | -2.9% | -9.8% | +6.9% | -3.7% |
| 30D | +5.1% | +18.9% | -13.8% | +6.8% |
| 3M | +4.7% | -4.2% | +8.9% | +4.5% |
| 6M | -0.2% | -34.8% | +34.6% | -3.0% |
| YTD | -9.2% | -21.1% | +11.9% | -9.4% |
| 1Y | -0.6% | -19.3% | +18.7% | -0.3% |
| All | +41.4% | -78.0% | +119.4% | +20.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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