+20.1%
AZN vs PLTU
+140.2%
-120.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.9% |
| 7D | -2.9% | -0.8% | -2.1% | -2.9% |
| 30D | -3.1% | -8.8% | +5.7% | -3.0% |
| 3M | -14.4% | +41.7% | -56.1% | -14.8% |
| 6M | -19.5% | -9.3% | -10.2% | -19.4% |
| YTD | -13.8% | -35.2% | +21.5% | -12.9% |
| 1Y | -2.4% | -29.5% | +27.1% | -2.2% |
| All | +20.1% | +140.2% | -120.1% | +13.6% |
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