+14.9%
BMY vs PLTU
+22.7%
-7.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -4.2% | +6.0% | +1.8% |
| 7D | +2.1% | +9.0% | -7.0% | +2.1% |
| 30D | +7.0% | -33.0% | +40.0% | +6.8% |
| 3M | -0.9% | -19.0% | +18.1% | -1.2% |
| 6M | +14.9% | +30.4% | -15.5% | +13.9% |
| All | +14.9% | +22.7% | -7.8% | +13.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling