+100.7%
HAS vs PLTU
+131.7%
-31.0%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.1% | -0.9% | -2.0% |
| 7D | +1.6% | +21.9% | -20.3% | +1.0% |
| 30D | +26.6% | -35.3% | +61.9% | +28.1% |
| 3M | +29.0% | -7.7% | +36.7% | +28.8% |
| 6M | +30.6% | +24.2% | +6.3% | +28.0% |
| YTD | +51.5% | -37.5% | +89.1% | +52.1% |
| 1Y | +58.5% | -43.6% | +102.0% | +59.6% |
| All | +100.7% | +131.7% | -31.0% | +77.3% |
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 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