-13.5%
HD vs PLTU
+131.7%
-145.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.1% | +0.3% | -0.8% |
| 7D | -0.5% | +21.9% | -22.4% | -0.8% |
| 30D | +18.5% | -35.3% | +53.8% | +19.3% |
| 3M | +2.2% | -7.7% | +9.9% | +2.0% |
| 6M | +13.8% | +24.2% | -10.4% | +12.3% |
| YTD | +3.4% | -37.5% | +40.9% | +3.2% |
| 1Y | -3.5% | -43.6% | +40.1% | -3.5% |
| All | -13.5% | +131.7% | -145.1% | -22.2% |
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