-1.6%
FTV vs PLTD
-77.3%
+75.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.3% | -3.1% | -0.6% |
| 7D | -0.4% | +4.5% | -4.9% | 0.0% |
| 30D | -8.3% | -0.7% | -7.6% | -8.2% |
| 3M | -7.4% | -31.0% | +23.6% | -9.2% |
| 6M | -1.2% | -24.8% | +23.6% | -2.1% |
| YTD | +2.7% | -18.6% | +21.2% | +3.0% |
| 1Y | +18.4% | -31.8% | +50.2% | +16.0% |
| All | -1.6% | -77.3% | +75.7% | -16.3% |
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 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