+25.1%
BDX vs PLTD
-78.1%
+103.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | -0.4% |
| 7D | +2.5% | -1.6% | +4.1% | +2.5% |
| 30D | +13.6% | +18.5% | -4.9% | +14.1% |
| 3M | +18.9% | -2.4% | +21.4% | +18.9% |
| 6M | +51.8% | -34.6% | +86.4% | +50.7% |
| YTD | +43.3% | -21.4% | +64.8% | +43.1% |
| 1Y | +48.0% | -16.8% | +64.7% | +48.0% |
| All | +25.1% | -78.1% | +103.2% | +22.0% |
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 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