+78.9%
AMGN vs PLTD
-77.7%
+156.6%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -5.5% | +6.5% | +1.0% |
| 7D | 0.0% | +4.2% | -4.3% | 0.0% |
| 30D | +12.1% | +20.8% | -8.7% | +12.2% |
| 3M | +13.9% | -2.6% | +16.4% | +13.8% |
| 6M | +42.1% | -33.1% | +75.2% | +41.9% |
| YTD | +45.0% | -20.0% | +65.1% | +45.3% |
| 1Y | +49.3% | -21.6% | +71.0% | +49.5% |
| All | +78.9% | -77.7% | +156.6% | +73.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling