+125.8%
HALO vs PLTU
+129.7%
-3.9%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -4.4% | +4.0% | -0.3% |
| 7D | -3.4% | -17.7% | +14.3% | -3.0% |
| 30D | +4.3% | -12.5% | +16.8% | +4.5% |
| 3M | +51.8% | +39.5% | +12.3% | +50.6% |
| 6M | +57.8% | -7.0% | +64.8% | +57.1% |
| YTD | +59.0% | -38.1% | +97.1% | +58.8% |
| 1Y | +41.2% | -36.0% | +77.2% | +40.5% |
| All | +125.8% | +129.7% | -3.9% | +122.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling