-4.6%
HD vs PLTD
-16.1%
+11.5%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +2.4% | +4.1% | +6.5% |
| 7D | +11.9% | +14.4% | -2.5% | +12.0% |
| 30D | +26.4% | +8.6% | +17.8% | +26.4% |
| 3M | +2.8% | -9.2% | +12.0% | +2.6% |
| 6M | +15.5% | -29.5% | +45.0% | +14.4% |
| YTD | +5.5% | -20.2% | +25.7% | +5.0% |
| 1Y | -4.6% | -16.5% | +11.9% | -4.8% |
| All | -4.6% | -16.1% | +11.5% | -4.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling