+52.9%
HAS vs PLTU
+154.0%
-101.2%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -9.0% | +8.5% | -0.2% |
| 7D | -1.8% | -13.6% | +11.8% | -1.4% |
| 30D | +2.3% | +16.7% | -14.4% | +1.6% |
| 3M | +10.4% | +29.6% | -19.2% | +8.7% |
| 6M | -3.2% | -0.1% | -3.1% | -4.2% |
| YTD | +15.4% | -31.5% | +46.9% | +15.9% |
| 1Y | +18.8% | -19.7% | +38.5% | +16.9% |
| All | +52.9% | +154.0% | -101.2% | +35.1% |
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