+68.3%
HAL vs PLTD
-33.9%
+102.2%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -0.4% |
| 7D | +2.9% | +5.9% | -3.0% | +3.2% |
| 30D | +17.0% | -11.6% | +28.6% | +16.6% |
| 3M | -9.7% | -29.9% | +20.3% | -10.1% |
| 6M | +8.6% | -28.5% | +37.2% | +8.5% |
| YTD | +33.0% | -20.4% | +53.4% | +34.4% |
| 1Y | +68.3% | -33.3% | +101.6% | +67.8% |
| All | +68.3% | -33.9% | +102.2% | +67.8% |
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