+109.6%
HALO vs PLTD
-77.5%
+187.2%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.2% | -2.6% | -0.3% |
| 7D | -3.2% | -4.8% | +1.5% | -3.4% |
| 30D | -14.2% | +16.9% | -31.0% | -13.5% |
| 3M | -0.4% | +2.6% | -3.0% | -0.2% |
| 6M | +43.2% | -36.2% | +79.4% | +41.8% |
| YTD | +49.0% | -19.4% | +68.4% | +48.7% |
| 1Y | +40.8% | -22.5% | +63.4% | +40.4% |
| All | +109.6% | -77.5% | +187.2% | +106.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling