+37.3%
HCA vs PLTU
+133.3%
-96.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.6% | -0.2% | +1.4% |
| 7D | +5.4% | -8.1% | +13.6% | +5.3% |
| 30D | +3.0% | -7.0% | +10.0% | +3.0% |
| 3M | +13.0% | +40.0% | -27.0% | +14.0% |
| 6M | -20.3% | -6.0% | -14.3% | -19.7% |
| YTD | -8.2% | -37.1% | +28.9% | -7.8% |
| 1Y | +6.7% | -33.1% | +39.8% | +7.2% |
| All | +37.3% | +133.3% | -96.1% | +37.2% |
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 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