+128.6%
HALO vs PLTU
+142.1%
-13.6%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -4.7% | +3.0% | -1.6% |
| 7D | +0.5% | -11.6% | +12.1% | +0.8% |
| 30D | +5.0% | -4.6% | +9.6% | +5.0% |
| 3M | +53.1% | +33.7% | +19.4% | +51.9% |
| 6M | +60.8% | -9.4% | +70.2% | +60.0% |
| YTD | +60.9% | -34.7% | +95.6% | +60.5% |
| 1Y | +42.8% | -23.2% | +66.0% | +41.7% |
| All | +128.6% | +142.1% | -13.6% | +124.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling