-77.5%
PLTD vs FDS
-36.6%
-41.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -3.5% | +8.2% | +3.6% |
| 7D | +5.9% | -1.9% | +7.8% | +5.5% |
| 30D | -11.6% | +9.0% | -20.6% | -8.9% |
| 3M | -29.9% | +18.9% | -48.8% | -24.7% |
| 6M | -28.5% | +35.1% | -63.7% | -20.3% |
| YTD | -20.4% | +5.5% | -25.9% | -14.2% |
| 1Y | -33.3% | -16.8% | -16.5% | -35.7% |
| All | -77.5% | -36.6% | -41.0% | -80.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling