+15.1%
HAL vs PLTD
-76.4%
+91.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.2% | +2.9% | -0.6% |
| 7D | -12.0% | +13.7% | -25.7% | -10.6% |
| 30D | +0.3% | +18.4% | -18.2% | +2.3% |
| 3M | -1.6% | -7.5% | +5.9% | -2.2% |
| 6M | -20.5% | -31.3% | +10.8% | -22.9% |
| YTD | +14.2% | -15.4% | +29.6% | +15.4% |
| 1Y | +18.9% | -18.4% | +37.3% | +19.6% |
| All | +15.1% | -76.4% | +91.5% | -4.6% |
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