+27.1%
HIG vs PLTD
-76.7%
+103.8%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | +0.2% |
| 7D | -2.3% | +9.9% | -12.2% | -2.1% |
| 30D | -1.2% | +3.8% | -5.0% | -1.1% |
| 3M | +6.3% | -32.3% | +38.6% | +5.6% |
| 6M | +0.6% | -25.9% | +26.4% | +0.3% |
| YTD | +0.6% | -16.4% | +17.0% | +1.1% |
| 1Y | +6.1% | -25.2% | +31.3% | +5.9% |
| All | +27.1% | -76.7% | +103.8% | +16.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling