+15.9%
IDXX vs PLTU
+129.7%
-113.8%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.4% | +2.7% | -1.4% |
| 7D | -4.3% | -17.7% | +13.4% | -3.3% |
| 30D | -13.7% | -12.5% | -1.1% | -13.2% |
| 3M | -9.1% | +39.5% | -48.5% | -12.0% |
| 6M | -15.4% | -7.0% | -8.4% | -17.0% |
| YTD | -25.1% | -38.1% | +12.9% | -25.2% |
| 1Y | -20.6% | -36.0% | +15.4% | -21.3% |
| All | +15.9% | +129.7% | -113.8% | +5.1% |
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