+105.7%
PLTU vs FDS
-29.6%
+135.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.3% | -4.5% | -4.4% |
| 7D | +9.0% | +1.5% | +7.6% | +8.2% |
| 30D | -33.0% | +14.8% | -47.8% | -39.2% |
| 3M | -19.0% | +16.3% | -35.3% | -26.8% |
| 6M | +30.4% | +66.2% | -35.8% | -1.0% |
| YTD | -40.2% | +16.2% | -56.4% | -48.3% |
| 1Y | -37.8% | +21.8% | -59.6% | -47.6% |
| All | +105.7% | -29.6% | +135.3% | +183.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling