-30.0%
FRSH vs PLTU
+129.7%
-159.7%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -4.4% | +3.9% | +0.1% |
| 7D | -11.2% | -17.7% | +6.6% | -8.7% |
| 30D | -0.8% | -12.5% | +11.7% | +0.8% |
| 3M | +26.4% | +39.5% | -13.1% | +17.2% |
| 6M | +48.4% | -7.0% | +55.3% | +43.6% |
| YTD | -3.1% | -38.1% | +35.0% | -2.5% |
| 1Y | -8.7% | -36.0% | +27.3% | -10.4% |
| All | -30.0% | +129.7% | -159.7% | -47.1% |
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