+13.1%
GSK vs PLTD
-16.1%
+29.2%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +2.4% | +2.6% | +4.9% |
| 7D | +4.9% | +14.4% | -9.5% | +4.4% |
| 30D | +9.9% | +8.6% | +1.2% | +9.4% |
| 3M | +0.2% | -9.2% | +9.4% | +0.2% |
| 6M | +2.3% | -29.5% | +31.8% | +3.0% |
| YTD | +7.1% | -20.2% | +27.3% | +8.3% |
| 1Y | +13.1% | -16.5% | +29.6% | +15.0% |
| All | +13.1% | -16.1% | +29.2% | +15.0% |
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