+101.3%
HAS vs PLTU
+124.7%
-23.5%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.6% | +1.4% | +0.8% |
| 7D | +3.3% | -9.2% | +12.5% | +3.5% |
| 30D | +30.5% | -37.3% | +67.9% | +32.2% |
| 3M | +29.9% | -14.7% | +44.6% | +30.0% |
| 6M | +26.5% | +17.3% | +9.3% | +24.3% |
| YTD | +51.9% | -39.4% | +91.3% | +52.7% |
| 1Y | +60.9% | -50.6% | +111.5% | +63.2% |
| All | +101.3% | +124.7% | -23.5% | +78.0% |
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