-27.0%
SYK vs PLTU
+129.7%
-156.7%
-32.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -4.4% | +2.4% | -1.9% |
| 7D | -12.3% | -17.7% | +5.4% | -12.0% |
| 30D | -22.4% | -12.5% | -9.9% | -22.3% |
| 3M | -12.3% | +39.5% | -51.8% | -13.3% |
| 6M | -24.3% | -7.0% | -17.3% | -24.7% |
| YTD | -22.8% | -38.1% | +15.3% | -22.2% |
| 1Y | -28.8% | -36.0% | +7.2% | -29.0% |
| All | -27.0% | +129.7% | -156.7% | -36.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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