-47.1%
PLTU vs FDS
+31.1%
-78.3%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.9% | -7.4% | -6.3% |
| 7D | -24.5% | +9.4% | -34.0% | -29.3% |
| 30D | -20.2% | +23.8% | -44.0% | -31.9% |
| 3M | +3.1% | +25.1% | -22.1% | -11.8% |
| 6M | +8.7% | +53.8% | -45.0% | -17.6% |
| YTD | -36.2% | +19.6% | -55.8% | -50.6% |
| 1Y | -47.1% | +31.6% | -78.8% | -60.8% |
| All | -47.1% | +31.1% | -78.3% | -60.8% |
Cumulative growth
Daily Returns
Daily percentage return beside FDS.
Daily Out/Under-Performance
Portfolio return minus FDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FDS 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 FDS 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