+89.7%
JNJ vs PLTU
+133.3%
-43.7%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.3% |
| 7D | -3.5% | -8.1% | +4.6% | -3.7% |
| 30D | +2.3% | -7.0% | +9.3% | +2.2% |
| 3M | +12.0% | +40.0% | -28.0% | +13.2% |
| 6M | +10.5% | -6.0% | +16.4% | +11.2% |
| YTD | +30.4% | -37.1% | +67.5% | +30.7% |
| 1Y | +52.1% | -33.1% | +85.3% | +52.9% |
| All | +89.7% | +133.3% | -43.7% | +94.3% |
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