-33.3%
PLTD vs FND
-36.4%
+3.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +4.9% |
| 7D | +5.9% | -5.2% | +11.2% | +5.4% |
| 30D | -11.6% | -19.9% | +8.3% | -13.7% |
| 3M | -29.9% | +2.7% | -32.7% | -30.3% |
| 6M | -28.5% | -21.7% | -6.9% | -28.7% |
| YTD | -20.4% | -17.5% | -2.9% | -21.1% |
| 1Y | -33.3% | -39.3% | +6.0% | -30.9% |
| All | -33.3% | -36.4% | +3.1% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 1y: compounded portfolio wealth divided by compounded FND 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…
1y analysis · Full analysis span regression · 6 months rolling