+24.1%
HAL vs PLTD
-16.7%
+40.8%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.5% |
| 7D | +2.6% | -9.8% | +12.4% | +2.4% |
| 30D | -0.1% | +18.9% | -19.0% | +0.1% |
| 3M | -1.1% | -4.2% | +3.1% | -1.1% |
| 6M | -20.7% | -34.8% | +14.1% | -20.9% |
| YTD | +17.5% | -21.1% | +38.6% | +17.0% |
| 1Y | +24.1% | -19.3% | +43.4% | +24.0% |
| All | +24.1% | -16.7% | +40.8% | +24.0% |
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 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