-12.0%
HD vs PLTD
-78.0%
+66.0%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -0.9% |
| 7D | -0.5% | -9.8% | +9.3% | -0.8% |
| 30D | +18.5% | +18.9% | -0.4% | +19.3% |
| 3M | +2.2% | -4.2% | +6.4% | +2.0% |
| 6M | +13.8% | -34.8% | +48.7% | +12.4% |
| YTD | +3.4% | -21.1% | +24.5% | +3.3% |
| 1Y | -3.5% | -19.3% | +15.8% | -3.4% |
| All | -12.0% | -78.0% | +66.0% | -20.6% |
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