+124.5%
PLTU vs FDS
-38.8%
+163.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.3% | -0.4% | -2.0% |
| 7D | -11.6% | -5.4% | -6.2% | -8.2% |
| 30D | -4.6% | +1.6% | -6.2% | -4.8% |
| 3M | +33.7% | +17.7% | +16.0% | +22.2% |
| 6M | -9.4% | +29.1% | -38.5% | -19.4% |
| YTD | -34.7% | +1.0% | -35.7% | -37.5% |
| 1Y | -23.2% | -21.6% | -1.6% | -10.3% |
| All | +124.5% | -38.8% | +163.3% | +242.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling