+50.0%
BMY vs PLTU
-18.5%
+68.5%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.0% | +7.2% | -1.9% |
| 7D | +0.4% | -13.6% | +13.9% | +0.3% |
| 30D | +5.0% | +16.7% | -11.7% | +5.1% |
| 3M | +19.4% | +29.6% | -10.2% | +19.5% |
| 6M | +9.5% | -0.1% | +9.6% | +9.6% |
| YTD | +28.1% | -31.5% | +59.6% | +29.2% |
| 1Y | +50.0% | -19.7% | +69.7% | +54.3% |
| All | +50.0% | -18.5% | +68.5% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling