-32.9%
HDB vs PLTD
-16.1%
-16.8%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +2.4% | +3.2% | +5.5% |
| 7D | +12.9% | +14.4% | -1.5% | +12.9% |
| 30D | +10.0% | +8.6% | +1.4% | +10.0% |
| 3M | +1.8% | -9.2% | +11.1% | +1.6% |
| 6M | -2.1% | -29.5% | +27.4% | -2.5% |
| YTD | -33.4% | -20.2% | -13.2% | -34.1% |
| 1Y | -32.9% | -16.5% | -16.4% | -33.3% |
| All | -32.9% | -16.1% | -16.8% | -33.3% |
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