+50.8%
AMGN vs PLTU
+140.2%
-89.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.8% | +0.3% | -0.5% |
| 7D | -11.6% | -0.8% | -10.9% | -11.6% |
| 30D | -5.7% | -8.8% | +3.1% | -5.7% |
| 3M | +14.2% | +41.7% | -27.4% | +14.1% |
| 6M | +5.2% | -9.3% | +14.5% | +5.1% |
| YTD | +22.0% | -35.2% | +57.2% | +22.3% |
| 1Y | +43.6% | -29.5% | +73.1% | +43.6% |
| All | +50.8% | +140.2% | -89.4% | +46.3% |
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