+72.6%
INCY vs PLTD
-78.1%
+150.7%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.1% | +0.2% |
| 7D | -0.5% | -1.6% | +1.1% | -0.5% |
| 30D | +9.8% | +18.5% | -8.7% | +10.5% |
| 3M | +1.0% | -2.4% | +3.4% | +0.9% |
| 6M | +21.9% | -34.6% | +56.5% | +20.0% |
| YTD | +23.8% | -21.4% | +45.2% | +24.0% |
| 1Y | +13.0% | -16.8% | +29.8% | +13.7% |
| All | +72.6% | -78.1% | +150.7% | +64.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling