+35.4%
HCA vs PLTU
+129.7%
-94.3%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.2% | -0.2% |
| 7D | +2.9% | -17.7% | +20.7% | +2.7% |
| 30D | +2.4% | -12.5% | +14.9% | +2.3% |
| 3M | +13.0% | +39.5% | -26.4% | +14.1% |
| 6M | -21.4% | -7.0% | -14.4% | -20.9% |
| YTD | -9.5% | -38.1% | +28.6% | -9.1% |
| 1Y | +7.5% | -36.0% | +43.5% | +8.0% |
| All | +35.4% | +129.7% | -94.3% | +35.3% |
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 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