+113.0%
PLTU vs FDS
-44.4%
+157.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.8% | +1.4% | -0.7% |
| 7D | -17.7% | -16.0% | -1.7% | -8.2% |
| 30D | -12.5% | -6.7% | -5.8% | -7.9% |
| 3M | +39.5% | +6.0% | +33.5% | +35.9% |
| 6M | -7.0% | +25.1% | -32.1% | -13.6% |
| YTD | -38.1% | -8.1% | -29.9% | -37.2% |
| 1Y | -36.0% | -26.0% | -10.0% | -24.1% |
| All | +113.0% | -44.4% | +157.3% | +244.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling