+111.6%
FTI vs PLTU
+131.7%
-20.1%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | +5.4% | +21.9% | -16.5% | +3.9% |
| 30D | -8.2% | -35.3% | +27.1% | -5.8% |
| 3M | -13.7% | -7.7% | -6.0% | -14.0% |
| 6M | -11.2% | +24.2% | -35.4% | -15.0% |
| YTD | +46.0% | -37.5% | +83.5% | +46.2% |
| 1Y | +51.8% | -43.6% | +95.4% | +52.8% |
| All | +111.6% | +131.7% | -20.1% | +64.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling