+52.4%
GSK vs PLTD
-77.2%
+129.6%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -3.6% | -0.9% | -2.7% | -3.6% |
| 30D | -5.9% | +1.3% | -7.3% | -6.0% |
| 3M | -4.3% | -32.9% | +28.6% | -3.5% |
| 6M | -10.8% | -24.9% | +14.1% | -10.4% |
| YTD | +1.8% | -18.2% | +20.0% | +2.3% |
| 1Y | +23.5% | -28.7% | +52.2% | +24.2% |
| All | +52.4% | -77.2% | +129.6% | +54.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling