+51.2%
ABBV vs PLTU
+142.1%
-91.0%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -4.7% | +1.7% | -2.9% |
| 7D | -4.3% | -11.6% | +7.3% | -4.2% |
| 30D | +1.1% | -4.6% | +5.7% | +1.1% |
| 3M | +12.3% | +33.7% | -21.4% | +11.8% |
| 6M | +9.8% | -9.4% | +19.2% | +9.8% |
| YTD | +11.5% | -34.7% | +46.2% | +12.2% |
| 1Y | +22.3% | -23.2% | +45.5% | +21.5% |
| All | +51.2% | +142.1% | -91.0% | +42.8% |
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