-31.7%
HDB vs PLTD
-77.3%
+45.6%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.3% | -5.3% | -2.9% |
| 7D | -2.0% | +4.5% | -6.6% | -1.9% |
| 30D | -4.9% | -0.7% | -4.1% | -4.9% |
| 3M | -2.3% | -31.0% | +28.7% | -3.2% |
| 6M | -23.7% | -24.8% | +1.1% | -24.1% |
| YTD | -38.5% | -18.6% | -19.9% | -38.5% |
| 1Y | -36.5% | -31.8% | -4.7% | -36.9% |
| All | -31.7% | -77.3% | +45.6% | -38.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling