+52.3%
BDX vs PLTD
-16.1%
+68.4%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.4% | +3.2% | +5.6% |
| 7D | +7.2% | +14.4% | -7.3% | +7.6% |
| 30D | +15.8% | +8.6% | +7.1% | +16.1% |
| 3M | +23.7% | -9.2% | +32.9% | +23.4% |
| 6M | +44.8% | -29.5% | +74.3% | +43.9% |
| YTD | +39.8% | -20.2% | +60.0% | +40.6% |
| 1Y | +52.3% | -16.5% | +68.8% | +53.9% |
| All | +52.3% | -16.1% | +68.4% | +53.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling