+59.2%
GSK vs PLTU
+124.7%
-65.5%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.6% | 0.0% | -0.6% |
| 7D | +5.2% | -9.2% | +14.4% | +5.1% |
| 30D | +10.2% | -37.3% | +47.5% | +9.7% |
| 3M | -0.9% | -14.7% | +13.8% | -1.0% |
| 6M | +3.5% | +17.3% | -13.8% | +4.1% |
| YTD | +7.2% | -39.4% | +46.6% | +7.7% |
| 1Y | +12.0% | -50.6% | +62.6% | +12.4% |
| All | +59.2% | +124.7% | -65.5% | +61.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling