+74.1%
INCY vs PLTD
-76.7%
+150.8%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.3% | -4.4% | -2.1% |
| 7D | -3.7% | +9.9% | -13.6% | -3.3% |
| 30D | +1.8% | +3.8% | -2.0% | +2.0% |
| 3M | +17.0% | -32.3% | +49.3% | +15.3% |
| 6M | +28.4% | -25.9% | +54.2% | +27.6% |
| YTD | +24.8% | -16.4% | +41.2% | +25.4% |
| 1Y | +42.9% | -25.2% | +68.1% | +42.9% |
| All | +74.1% | -76.7% | +150.8% | +66.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling