+96.4%
HAS vs PLTU
+103.5%
-7.1%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +7.1% | -7.6% | -0.7% |
| 7D | -0.2% | -25.3% | +25.2% | +0.7% |
| 30D | +31.0% | -34.5% | +65.5% | +32.5% |
| 3M | +30.7% | -3.4% | +34.0% | +30.2% |
| 6M | +23.9% | +12.4% | +11.5% | +21.8% |
| YTD | +48.3% | -45.1% | +93.4% | +49.5% |
| 1Y | +60.2% | -45.7% | +105.9% | +61.0% |
| All | +96.4% | +103.5% | -7.1% | +74.3% |
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