+99.2%
HAS vs PLTU
+121.9%
-22.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -4.2% | +3.4% | -0.6% |
| 7D | +1.4% | +9.0% | -7.7% | +1.1% |
| 30D | +26.3% | -33.0% | +59.3% | +27.6% |
| 3M | +25.6% | -19.0% | +44.6% | +25.9% |
| 6M | +30.3% | +30.4% | -0.2% | +27.3% |
| YTD | +50.4% | -40.2% | +90.5% | +51.2% |
| 1Y | +57.7% | -37.8% | +95.5% | +57.8% |
| All | +99.2% | +121.9% | -22.8% | +76.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling