+22.3%
ABBV vs PLTD
-32.3%
+54.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -3.1% |
| 7D | -4.3% | +4.5% | -8.8% | -4.5% |
| 30D | +1.1% | -0.7% | +1.9% | +1.1% |
| 3M | +12.3% | -31.0% | +43.4% | +13.8% |
| 6M | +9.8% | -24.8% | +34.6% | +10.8% |
| YTD | +11.5% | -18.6% | +30.0% | +12.1% |
| 1Y | +22.3% | -31.8% | +54.1% | +20.7% |
| All | +22.3% | -32.3% | +54.6% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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