+80.3%
ABBV vs PLTU
+134.3%
-54.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +4.3% | -3.9% | +0.3% |
| 7D | +0.1% | -0.9% | +1.0% | 0.0% |
| 30D | +5.6% | -34.7% | +40.3% | +5.9% |
| 3M | +18.7% | -10.8% | +29.4% | +18.6% |
| 6M | +47.4% | +24.1% | +23.3% | +46.4% |
| YTD | +33.0% | -36.8% | +69.8% | +33.7% |
| 1Y | +34.9% | -47.0% | +81.9% | +36.2% |
| All | +80.3% | +134.3% | -54.0% | +70.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling