+47.0%
AMGN vs PLTD
-76.7%
+123.8%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.5% | -2.2% |
| 7D | -13.9% | +9.9% | -23.8% | -13.8% |
| 30D | -7.1% | +3.8% | -11.0% | -7.1% |
| 3M | +13.9% | -32.3% | +46.2% | +13.9% |
| 6M | +3.2% | -25.9% | +29.1% | +3.2% |
| YTD | +19.2% | -16.4% | +35.6% | +19.5% |
| 1Y | +41.1% | -25.2% | +66.3% | +41.3% |
| All | +47.0% | -76.7% | +123.8% | +42.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling