-28.0%
PLTD vs FIGR
+6.3%
-34.3%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FIGR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +6.4% | -4.1% | +3.2% |
| 7D | +4.5% | +13.5% | -9.0% | +6.6% |
| 30D | -0.7% | +33.7% | -34.4% | +3.9% |
| 3M | -31.0% | +37.3% | -68.4% | -26.8% |
| 6M | -24.8% | +25.5% | -50.4% | -20.2% |
| YTD | -18.6% | -6.3% | -12.3% | -11.7% |
| All | -28.0% | +6.3% | -34.3% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FIGR.
Daily Out/Under-Performance
Portfolio return minus FIGR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FIGR 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 FIGR 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