+55.0%
GSK vs PLTU
+154.0%
-99.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -9.0% | +7.1% | -2.0% |
| 7D | -1.8% | -13.6% | +11.8% | -2.0% |
| 30D | -2.2% | +16.7% | -18.8% | -1.9% |
| 3M | -1.8% | +29.6% | -31.4% | -1.2% |
| 6M | -10.6% | -0.1% | -10.5% | -10.1% |
| YTD | +4.4% | -31.5% | +35.9% | +5.0% |
| 1Y | +30.4% | -19.7% | +50.1% | +31.4% |
| All | +55.0% | +154.0% | -99.0% | +57.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling