+70.1%
INCY vs PLTU
+129.7%
-59.6%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -4.4% | +2.2% | -2.1% |
| 7D | -3.7% | -17.7% | +14.0% | -3.3% |
| 30D | +1.8% | -12.5% | +14.3% | +2.0% |
| 3M | +17.0% | +39.5% | -22.5% | +15.3% |
| 6M | +28.4% | -7.0% | +35.4% | +27.5% |
| YTD | +24.8% | -38.1% | +62.9% | +25.3% |
| 1Y | +42.9% | -36.0% | +78.9% | +42.6% |
| All | +70.1% | +129.7% | -59.6% | +62.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling