-2.9%
FTV vs PLTD
-77.2%
+74.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.2% |
| 7D | -1.3% | -0.9% | -0.3% | -1.3% |
| 30D | -9.5% | +1.3% | -10.8% | -9.3% |
| 3M | -10.9% | -32.9% | +22.0% | -12.8% |
| 6M | -0.6% | -24.9% | +24.3% | -1.5% |
| YTD | +1.4% | -18.2% | +19.7% | +1.7% |
| 1Y | +17.6% | -28.7% | +46.3% | +16.0% |
| All | -2.9% | -77.2% | +74.4% | -17.3% |
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