+31.6%
HAL vs PLTU
+142.1%
-110.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.7% | +3.9% | -0.5% |
| 7D | +0.5% | -11.6% | +12.1% | +1.0% |
| 30D | +15.9% | -4.6% | +20.5% | +15.9% |
| 3M | -8.7% | +33.7% | -42.4% | -11.6% |
| 6M | +9.0% | -9.4% | +18.4% | +7.4% |
| YTD | +32.0% | -34.7% | +66.7% | +32.3% |
| 1Y | +72.5% | -23.2% | +95.7% | +68.0% |
| All | +31.6% | +142.1% | -110.6% | +7.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling