-76.1%
PLTD vs FGI
+73.4%
-149.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.8% | -2.4% | -3.2% |
| 7D | +13.7% | -7.0% | +20.7% | +13.6% |
| 30D | +18.4% | -4.2% | +22.7% | +18.4% |
| 3M | -7.5% | +55.6% | -63.1% | -5.4% |
| 6M | -31.3% | -3.2% | -28.1% | -29.9% |
| YTD | -15.4% | +29.1% | -44.5% | -12.9% |
| 1Y | -18.4% | +51.0% | -69.4% | -16.0% |
| All | -76.1% | +73.4% | -149.5% | -77.2% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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