+80.5%
ABBV vs PLTD
-77.7%
+158.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -5.5% | +6.2% | +0.6% |
| 7D | +1.5% | +4.2% | -2.7% | +1.6% |
| 30D | +6.7% | +20.8% | -14.1% | +7.1% |
| 3M | +19.9% | -2.6% | +22.5% | +19.9% |
| 6M | +47.5% | -33.1% | +80.5% | +46.7% |
| YTD | +32.2% | -20.0% | +52.2% | +33.1% |
| 1Y | +37.8% | -21.6% | +59.5% | +38.7% |
| All | +80.5% | -77.7% | +158.2% | +71.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling