+7.8%
BDX vs PLTU
+140.2%
-132.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.8% | +1.8% | +1.0% |
| 7D | -3.6% | -0.8% | -2.8% | -3.5% |
| 30D | +0.7% | -8.8% | +9.5% | +0.8% |
| 3M | +19.0% | +41.7% | -22.7% | +18.1% |
| 6M | +10.8% | -9.3% | +20.1% | +10.3% |
| YTD | +20.1% | -35.2% | +55.4% | +20.0% |
| 1Y | +23.1% | -29.5% | +52.5% | +22.5% |
| All | +7.8% | +140.2% | -132.4% | +5.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling