+37.4%
GILD vs PLTD
-33.9%
+71.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.8% | 0.0% |
| 7D | +3.7% | +5.9% | -2.3% | +3.9% |
| 30D | +14.6% | -11.6% | +26.2% | +14.2% |
| 3M | +17.7% | -29.9% | +47.6% | +16.1% |
| 6M | +3.1% | -28.5% | +31.7% | +1.5% |
| YTD | +24.5% | -20.4% | +44.9% | +22.1% |
| 1Y | +37.4% | -33.3% | +70.7% | +36.2% |
| All | +37.4% | -33.9% | +71.3% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling