+12.7%
GSK vs PLTD
-18.6%
+31.3%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -5.5% | +7.9% | +2.6% |
| 7D | +4.9% | +4.2% | +0.7% | +4.7% |
| 30D | +10.8% | +20.8% | -10.0% | +9.9% |
| 3M | -1.8% | -2.6% | +0.8% | -2.0% |
| 6M | +4.1% | -33.1% | +37.2% | +5.1% |
| YTD | +7.9% | -20.0% | +27.9% | +9.0% |
| All | +12.7% | -18.6% | +31.3% | +14.5% |
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 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