-13.0%
HD vs PLTU
+90.0%
-103.1%
-31.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -19.6% | +18.1% | -1.2% |
| 7D | +6.4% | -39.1% | +45.5% | +7.2% |
| 30D | +22.1% | -37.6% | +59.6% | +22.9% |
| 3M | -0.2% | -12.7% | +12.5% | -0.3% |
| 6M | +12.6% | +1.7% | +10.9% | +11.5% |
| YTD | +3.9% | -48.8% | +52.7% | +4.1% |
| 1Y | -3.7% | -56.2% | +52.4% | -3.3% |
| All | -13.0% | +90.0% | -103.1% | -21.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling