+23.9%
BMY vs PLTU
+142.1%
-118.2%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.7% | +1.5% | -3.2% |
| 7D | -3.3% | -11.6% | +8.3% | -3.4% |
| 30D | 0.0% | -4.6% | +4.6% | 0.0% |
| 3M | +17.7% | +33.7% | -16.0% | +18.2% |
| 6M | +9.6% | -9.4% | +19.0% | +9.8% |
| YTD | +24.0% | -34.7% | +58.7% | +24.2% |
| 1Y | +45.1% | -23.2% | +68.3% | +45.7% |
| All | +23.9% | +142.1% | -118.2% | +26.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling