+75.6%
INCY vs PLTD
-77.3%
+152.9%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.3% | -4.2% | -1.8% |
| 7D | -0.5% | +4.5% | -5.0% | -0.3% |
| 30D | +3.2% | -0.7% | +3.9% | +3.2% |
| 3M | +23.6% | -31.0% | +54.7% | +22.0% |
| 6M | +29.7% | -24.8% | +54.5% | +29.1% |
| YTD | +25.9% | -18.6% | +44.5% | +26.4% |
| 1Y | +43.7% | -31.8% | +75.5% | +42.8% |
| All | +75.6% | -77.3% | +152.9% | +68.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling