+155.2%
FTI vs PLTD
-77.3%
+232.5%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +2.3% | -4.4% | -1.8% |
| 7D | -0.2% | +4.5% | -4.7% | +0.5% |
| 30D | +12.3% | -0.7% | +13.1% | +12.4% |
| 3M | +13.8% | -31.0% | +44.8% | +9.4% |
| 6M | +24.3% | -24.8% | +49.1% | +22.4% |
| YTD | +75.8% | -18.6% | +94.3% | +76.9% |
| 1Y | +99.6% | -31.8% | +131.4% | +94.0% |
| All | +155.2% | -77.3% | +232.5% | +100.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling