-26.8%
SYK vs PLTD
-76.7%
+49.9%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.3% | -4.2% | -1.9% |
| 7D | -12.3% | +9.9% | -22.2% | -12.0% |
| 30D | -22.4% | +3.8% | -26.3% | -22.3% |
| 3M | -12.3% | -32.3% | +20.0% | -13.3% |
| 6M | -24.3% | -25.9% | +1.5% | -24.6% |
| YTD | -22.8% | -16.4% | -6.4% | -22.1% |
| 1Y | -28.8% | -25.2% | -3.6% | -28.9% |
| All | -26.8% | -76.7% | +49.9% | -36.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling