-75.3%
PLTD vs FGI
+74.7%
-150.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | 0.0% | +9.5% | +9.5% |
| 7D | +25.1% | -11.6% | +36.6% | +24.8% |
| 30D | +21.0% | -3.3% | +24.3% | +21.0% |
| 3M | -2.9% | +65.6% | -68.5% | -0.7% |
| 6M | -27.8% | -2.8% | -25.0% | -26.3% |
| YTD | -12.6% | +30.1% | -42.7% | -10.0% |
| 1Y | -9.8% | +50.2% | -60.0% | -7.2% |
| All | -75.3% | +74.7% | -150.1% | -76.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling