-25.3%
SYK vs PLTD
-76.9%
+51.6%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.7% | +2.8% | +2.0% |
| 7D | -9.1% | +4.2% | -13.3% | -8.9% |
| 30D | -20.6% | +0.7% | -21.4% | -20.5% |
| 3M | -9.6% | -32.4% | +22.8% | -10.5% |
| 6M | -19.9% | -26.2% | +6.3% | -20.2% |
| YTD | -21.2% | -17.0% | -4.2% | -20.5% |
| 1Y | -28.4% | -26.7% | -1.7% | -28.6% |
| All | -25.3% | -76.9% | +51.6% | -34.7% |
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 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