+117.2%
PLTU vs FGI
+99.2%
+18.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +5.9% | -1.6% | +4.0% |
| 7D | -0.9% | +6.9% | -7.8% | -1.2% |
| 30D | -34.7% | +3.9% | -38.6% | -34.8% |
| 3M | -10.8% | +74.3% | -85.1% | -14.4% |
| 6M | +24.1% | +28.9% | -4.9% | +19.5% |
| YTD | -36.8% | +39.1% | -76.0% | -40.1% |
| 1Y | -47.0% | +49.3% | -96.3% | -49.6% |
| All | +117.2% | +99.2% | +18.0% | +143.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 FGI 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