+80.0%
ABBV vs PLTU
+131.7%
-51.7%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | -0.2% |
| 7D | +2.2% | +21.9% | -19.7% | +2.0% |
| 30D | +8.0% | -35.3% | +43.3% | +8.3% |
| 3M | +19.1% | -7.7% | +26.8% | +19.0% |
| 6M | +43.5% | +24.2% | +19.3% | +42.5% |
| YTD | +32.7% | -37.5% | +70.3% | +33.5% |
| 1Y | +30.0% | -43.6% | +73.6% | +31.0% |
| All | +80.0% | +131.7% | -51.7% | +69.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 10y: compounded portfolio wealth divided by compounded PLTU 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…
10y analysis · Full analysis span regression · 6 months rolling