-77.5%
PLTD vs FND
-55.5%
-22.1%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +1.7% | +2.9% | +5.0% |
| 7D | +5.9% | -5.2% | +11.2% | +4.8% |
| 30D | -11.6% | -19.9% | +8.3% | -15.5% |
| 3M | -29.9% | +2.7% | -32.7% | -29.0% |
| 6M | -28.5% | -21.7% | -6.9% | -31.4% |
| YTD | -20.4% | -17.5% | -2.9% | -22.1% |
| 1Y | -33.3% | -39.3% | +6.0% | -40.3% |
| All | -77.5% | -55.5% | -22.1% | -80.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling