-5.3%
SYK vs PLTD
-16.1%
+10.8%
-30.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +2.4% | +7.0% | +9.3% |
| 7D | +11.7% | +14.4% | -2.7% | +11.4% |
| 30D | +19.1% | +8.6% | +10.4% | +18.9% |
| 3M | +1.4% | -9.2% | +10.6% | +1.7% |
| 6M | +17.4% | -29.5% | +47.0% | +18.0% |
| YTD | -2.5% | -20.2% | +17.7% | -1.7% |
| 1Y | -5.3% | -16.5% | +11.2% | -4.7% |
| All | -5.3% | -16.1% | +10.8% | -4.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling