+135.5%
PLTU vs FDS
-36.1%
+171.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -3.5% | -5.5% | -6.8% |
| 7D | -13.6% | -1.9% | -11.7% | -12.2% |
| 30D | +16.7% | +9.0% | +7.7% | +11.9% |
| 3M | +29.6% | +18.9% | +10.7% | +17.0% |
| 6M | -0.1% | +35.1% | -35.2% | -13.6% |
| YTD | -31.5% | +5.5% | -37.0% | -36.3% |
| 1Y | -19.7% | -16.8% | -2.9% | -10.7% |
| All | +135.5% | -36.1% | +171.6% | +249.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling