+16.0%
FTV vs PLTU
+134.3%
-118.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.3% | -4.0% | +0.1% |
| 7D | -0.7% | -0.9% | +0.3% | -0.7% |
| 30D | +18.3% | -34.7% | +53.0% | +20.0% |
| 3M | +10.2% | -10.8% | +21.0% | +10.2% |
| 6M | +12.8% | +24.1% | -11.2% | +10.1% |
| YTD | +23.4% | -36.8% | +60.2% | +23.3% |
| 1Y | +31.4% | -47.0% | +78.4% | +32.5% |
| All | +16.0% | +134.3% | -118.3% | -2.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling