+135.5%
PLTU vs FGI
+86.2%
+49.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +7.5% | -16.6% | -9.3% |
| 7D | -13.6% | +0.5% | -14.1% | -13.6% |
| 30D | +16.7% | +65.4% | -48.7% | +12.3% |
| 3M | +29.6% | +23.5% | +6.1% | +25.4% |
| 6M | -0.1% | +60.5% | -60.6% | -5.5% |
| YTD | -31.5% | +30.0% | -61.5% | -34.8% |
| 1Y | -19.7% | +82.1% | -101.8% | -22.5% |
| All | +135.5% | +86.2% | +49.3% | +165.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling