-3.5%
FTV vs PLTU
+142.1%
-145.6%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.7% | +3.9% | -0.6% |
| 7D | -0.4% | -11.6% | +11.2% | 0.0% |
| 30D | -8.3% | -4.6% | -3.7% | -8.3% |
| 3M | -7.4% | +33.7% | -41.1% | -9.3% |
| 6M | -1.2% | -9.4% | +8.2% | -2.2% |
| YTD | +2.7% | -34.7% | +37.4% | +2.9% |
| 1Y | +18.4% | -23.2% | +41.7% | +15.6% |
| All | -3.5% | +142.1% | -145.6% | -18.6% |
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