+52.4%
ABBV vs PLTU
+140.2%
-87.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +0.9% |
| 7D | -4.1% | -0.8% | -3.4% | -4.1% |
| 30D | +1.2% | -8.8% | +10.0% | +1.2% |
| 3M | +12.1% | +41.7% | -29.6% | +11.5% |
| 6M | +12.0% | -9.3% | +21.3% | +12.0% |
| YTD | +12.4% | -35.2% | +47.6% | +13.2% |
| 1Y | +22.9% | -29.5% | +52.4% | +22.6% |
| All | +52.4% | +140.2% | -87.8% | +44.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling