-30.4%
HDB vs PLTU
+154.0%
-184.4%
-42.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -9.0% | +8.6% | -0.3% |
| 7D | +0.4% | -13.6% | +14.0% | +0.6% |
| 30D | -2.8% | +16.7% | -19.5% | -3.2% |
| 3M | -3.5% | +29.6% | -33.1% | -4.4% |
| 6M | -24.7% | -0.1% | -24.6% | -25.2% |
| YTD | -36.6% | -31.5% | -5.1% | -36.7% |
| 1Y | -34.4% | -19.7% | -14.6% | -35.0% |
| All | -30.4% | +154.0% | -184.4% | -37.4% |
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