-45.7%
PLTU vs FGI
+46.9%
-92.6%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -0.8% | +7.9% | +7.1% |
| 7D | -25.3% | -7.0% | -18.4% | -25.0% |
| 30D | -34.5% | -4.2% | -30.3% | -34.3% |
| 3M | -3.4% | +55.6% | -59.0% | -10.3% |
| 6M | +12.4% | -3.2% | +15.6% | +6.5% |
| YTD | -45.1% | +29.1% | -74.3% | -51.2% |
| 1Y | -45.7% | +51.0% | -96.7% | -55.0% |
| All | -45.7% | +46.9% | -92.6% | -55.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling