+27.2%
BDX vs PLTD
-77.5%
+104.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.2% | -1.1% | +1.1% |
| 7D | +2.9% | -4.8% | +7.7% | +2.8% |
| 30D | +15.4% | +16.9% | -1.4% | +15.9% |
| 3M | +20.5% | +2.6% | +17.9% | +20.6% |
| 6M | +53.2% | -36.2% | +89.4% | +51.9% |
| YTD | +45.7% | -19.4% | +65.1% | +45.5% |
| 1Y | +47.3% | -22.5% | +69.8% | +47.0% |
| All | +27.2% | -77.5% | +104.7% | +24.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling