+37.0%
HCA vs PLTD
-77.2%
+114.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.4% | +4.6% | +4.9% |
| 7D | +4.9% | -0.9% | +5.8% | +4.9% |
| 30D | +1.9% | +1.3% | +0.6% | +1.8% |
| 3M | +12.7% | -32.9% | +45.6% | +13.8% |
| 6M | -22.3% | -24.9% | +2.5% | -21.9% |
| YTD | -9.3% | -18.2% | +8.9% | -8.9% |
| 1Y | +2.7% | -28.7% | +31.4% | +3.3% |
| All | +37.0% | -77.2% | +114.2% | +36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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