-76.1%
PLTD vs FDS
-31.1%
-45.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -3.7% | +0.5% | -4.2% |
| 7D | +13.7% | -0.5% | +14.3% | +13.6% |
| 30D | +18.4% | +20.2% | -1.8% | +25.5% |
| 3M | -7.5% | +19.9% | -27.3% | -1.4% |
| 6M | -31.3% | +56.2% | -87.5% | -20.4% |
| YTD | -15.4% | +14.6% | -30.0% | -6.1% |
| 1Y | -18.4% | +31.6% | -50.0% | -6.3% |
| All | -76.1% | -31.1% | -45.0% | -78.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling