-77.4%
PLTD vs FND
-52.7%
-24.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.1% | -9.6% | -4.6% |
| 7D | +4.2% | +8.5% | -4.3% | +6.2% |
| 30D | +20.8% | +17.2% | +3.6% | +25.2% |
| 3M | -2.6% | -14.9% | +12.4% | -5.7% |
| 6M | -33.1% | +3.1% | -36.2% | -31.8% |
| YTD | -20.0% | -12.4% | -7.6% | -20.6% |
| 1Y | -21.6% | -10.0% | -11.6% | -21.4% |
| All | -77.4% | -52.7% | -24.7% | -80.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling