-34.8%
PLTD vs FDS
+52.2%
-87.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | 0.0% |
| 7D | -9.8% | -2.6% | -7.2% | -10.6% |
| 30D | +18.9% | +14.1% | +4.9% | +26.1% |
| 3M | -4.2% | +19.8% | -24.0% | +4.5% |
| 6M | -34.8% | +55.0% | -89.8% | -16.4% |
| All | -34.8% | +52.2% | -87.0% | -16.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling