+56.3%
GSK vs PLTD
-77.8%
+134.1%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +4.6% | -6.6% | -2.0% |
| 7D | -1.8% | +5.9% | -7.8% | -2.0% |
| 30D | -2.2% | -11.6% | +9.4% | -2.0% |
| 3M | -1.8% | -29.9% | +28.1% | -1.2% |
| 6M | -10.6% | -28.5% | +17.9% | -10.1% |
| YTD | +4.4% | -20.4% | +24.8% | +5.0% |
| 1Y | +30.4% | -33.3% | +63.7% | +31.3% |
| All | +56.3% | -77.8% | +134.1% | +58.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling