-50.3%
BSX vs PLTD
-77.2%
+26.9%
-60.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | -7.0% | -0.9% | -6.1% | -7.1% |
| 30D | -10.9% | +1.3% | -12.2% | -10.7% |
| 3M | -8.2% | -32.9% | +24.7% | -11.6% |
| 6M | -37.5% | -24.9% | -12.6% | -38.5% |
| YTD | -52.8% | -18.2% | -34.6% | -52.9% |
| 1Y | -58.4% | -28.7% | -29.7% | -59.1% |
| All | -50.3% | -77.2% | +26.9% | -56.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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