+46.1%
INCY vs PLTD
-27.1%
+73.2%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.9% | +1.3% |
| 7D | -2.2% | -0.9% | -1.3% | -2.2% |
| 30D | +3.7% | +1.3% | +2.3% | +3.7% |
| 3M | +22.1% | -32.9% | +54.9% | +21.2% |
| 6M | +29.8% | -24.9% | +54.7% | +30.0% |
| YTD | +27.6% | -18.2% | +45.8% | +29.4% |
| All | +46.1% | -27.1% | +73.2% | +48.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling