+32.8%
PFE vs PLTD
-78.1%
+110.9%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +0.7% |
| 7D | -3.0% | -1.6% | -1.4% | -3.0% |
| 30D | +5.2% | +18.5% | -13.2% | +5.6% |
| 3M | +12.2% | -2.4% | +14.7% | +12.2% |
| 6M | +17.8% | -34.6% | +52.4% | +16.8% |
| YTD | +26.2% | -21.4% | +47.6% | +26.0% |
| 1Y | +23.2% | -16.8% | +39.9% | +23.3% |
| All | +32.8% | -78.1% | +110.9% | +29.6% |
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