-23.2%
PLTU vs FGI
+93.1%
-116.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +1.9% | -6.6% | -4.8% |
| 7D | -11.6% | +5.2% | -16.7% | -11.8% |
| 30D | -4.6% | +65.2% | -69.8% | -9.1% |
| 3M | +33.7% | +30.2% | +3.6% | +28.0% |
| 6M | -9.4% | +87.8% | -97.2% | -16.8% |
| YTD | -34.7% | +32.5% | -67.2% | -39.1% |
| 1Y | -23.2% | +93.6% | -116.8% | -27.3% |
| All | -23.2% | +93.1% | -116.3% | -27.3% |
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