+79.5%
AMGN vs PLTU
+121.9%
-42.4%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.2% | +3.9% | -0.3% |
| 7D | +1.1% | +9.0% | -7.9% | +1.1% |
| 30D | +9.3% | -33.0% | +42.3% | +9.4% |
| 3M | +12.1% | -19.0% | +31.1% | +12.0% |
| 6M | +40.3% | +30.4% | +9.9% | +40.0% |
| YTD | +45.2% | -40.2% | +85.4% | +45.4% |
| 1Y | +42.4% | -37.8% | +80.2% | +42.5% |
| All | +79.5% | +121.9% | -42.4% | +74.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling