+114.8%
PLTU vs FGI
+111.6%
+3.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.3% | -1.4% |
| 7D | +21.9% | +13.5% | +8.4% | +21.3% |
| 30D | -35.3% | +17.1% | -52.4% | -35.7% |
| 3M | -7.7% | +78.0% | -85.7% | -11.5% |
| 6M | +24.2% | +46.4% | -22.2% | +19.2% |
| YTD | -37.5% | +47.7% | -85.3% | -40.9% |
| 1Y | -43.6% | +56.8% | -100.4% | -46.5% |
| All | +114.8% | +111.6% | +3.2% | +140.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling