+126.2%
HALO vs PLTU
+133.3%
-7.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.6% | -1.4% | +0.1% |
| 7D | -2.7% | -8.1% | +5.4% | -2.5% |
| 30D | +5.3% | -7.0% | +12.3% | +5.4% |
| 3M | +51.6% | +40.0% | +11.6% | +50.3% |
| 6M | +61.3% | -6.0% | +67.2% | +60.4% |
| YTD | +59.3% | -37.1% | +96.4% | +59.0% |
| 1Y | +38.3% | -33.1% | +71.4% | +37.5% |
| All | +126.2% | +133.3% | -7.1% | +122.5% |
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