+51.1%
GSK vs PLTU
+140.2%
-89.1%
-18.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.2% |
| 7D | -3.6% | -0.8% | -2.8% | -3.6% |
| 30D | -5.9% | -8.8% | +2.9% | -6.0% |
| 3M | -4.3% | +41.7% | -45.9% | -3.5% |
| 6M | -10.8% | -9.3% | -1.5% | -10.4% |
| YTD | +1.8% | -35.2% | +37.0% | +2.3% |
| 1Y | +23.5% | -29.5% | +53.0% | +24.3% |
| All | +51.1% | +140.2% | -89.1% | +53.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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