+117.2%
PLTU vs FDS
-29.1%
+146.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +2.7% | +1.5% | +2.7% |
| 7D | -0.9% | -2.1% | +1.2% | +0.2% |
| 30D | -34.7% | +16.0% | -50.7% | -41.1% |
| 3M | -10.8% | +18.8% | -29.6% | -20.2% |
| 6M | +24.1% | +54.1% | -30.0% | -2.6% |
| YTD | -36.8% | +17.0% | -53.8% | -45.6% |
| 1Y | -47.0% | +25.5% | -72.5% | -56.0% |
| All | +117.2% | -29.1% | +146.3% | +198.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling