-77.0%
PLTD vs FDS
-39.3%
-37.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -4.3% | +6.6% | +1.0% |
| 7D | +4.5% | -5.4% | +9.9% | +2.9% |
| 30D | -0.7% | +1.6% | -2.3% | 0.0% |
| 3M | -31.0% | +17.7% | -48.8% | -26.3% |
| 6M | -24.8% | +29.1% | -53.9% | -17.3% |
| YTD | -18.6% | +1.0% | -19.5% | -13.4% |
| 1Y | -31.8% | -21.6% | -10.2% | -35.9% |
| All | -77.0% | -39.3% | -37.7% | -80.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded FDS 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling