+33.9%
BMY vs PLTU
-41.9%
+75.7%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.2% | -0.9% |
| 7D | -1.3% | +21.9% | -23.2% | -1.2% |
| 30D | +10.0% | -35.3% | +45.2% | +9.8% |
| 3M | -1.2% | -7.7% | +6.5% | -1.4% |
| 6M | +12.8% | +24.2% | -11.4% | +12.5% |
| YTD | +20.7% | -37.5% | +58.2% | +24.8% |
| All | +33.9% | -41.9% | +75.7% | +37.3% |
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