+23.1%
AZN vs PLTD
-76.7%
+99.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.3% | -0.5% | +1.8% |
| 7D | -3.1% | +9.9% | -13.0% | -3.0% |
| 30D | +0.6% | +3.8% | -3.3% | +0.6% |
| 3M | -10.8% | -32.3% | +21.5% | -11.2% |
| 6M | -18.1% | -25.9% | +7.7% | -18.1% |
| YTD | -12.3% | -16.4% | +4.1% | -11.4% |
| 1Y | -0.2% | -25.2% | +25.0% | +0.3% |
| All | +23.1% | -76.7% | +99.8% | +16.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling