-25.3%
SYK vs PLTD
-77.2%
+51.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.4% |
| 7D | -11.8% | -0.9% | -10.9% | -11.8% |
| 30D | -20.4% | +1.3% | -21.7% | -20.3% |
| 3M | -12.1% | -32.9% | +20.8% | -13.0% |
| 6M | -24.3% | -24.9% | +0.5% | -24.5% |
| YTD | -21.2% | -18.2% | -3.0% | -20.6% |
| 1Y | -29.2% | -28.7% | -0.5% | -29.5% |
| All | -25.3% | -77.2% | +51.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling