+45.4%
AMGN vs PLTU
+133.3%
-87.9%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.6% | -2.9% | -1.3% |
| 7D | -13.7% | -8.1% | -5.6% | -13.7% |
| 30D | -8.8% | -7.0% | -1.8% | -8.8% |
| 3M | +7.2% | +40.0% | -32.8% | +7.1% |
| 6M | +1.3% | -6.0% | +7.2% | +1.2% |
| YTD | +17.6% | -37.1% | +54.7% | +17.9% |
| 1Y | +37.2% | -33.1% | +70.3% | +37.2% |
| All | +45.4% | +133.3% | -87.9% | +41.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling