+22.6%
AZN vs PLTU
+133.3%
-110.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.6% | -1.2% | +0.3% |
| 7D | -1.6% | -8.1% | +6.6% | -1.5% |
| 30D | +1.1% | -7.0% | +8.1% | +1.1% |
| 3M | -12.1% | +40.0% | -52.1% | -12.5% |
| 6M | -17.1% | -6.0% | -11.2% | -17.1% |
| YTD | -12.0% | -37.1% | +25.1% | -11.1% |
| 1Y | -0.2% | -33.1% | +32.9% | +0.1% |
| All | +22.6% | +133.3% | -110.7% | +16.0% |
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 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