+25.0%
HL vs PLTD
-16.1%
+41.1%
-58.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.2% | +2.4% | +10.8% | +13.9% |
| 7D | +0.2% | +14.4% | -14.2% | +4.8% |
| 30D | -12.1% | +8.6% | -20.8% | -9.1% |
| 3M | -2.8% | -9.2% | +6.4% | -4.8% |
| 6M | -14.9% | -29.5% | +14.6% | -19.4% |
| YTD | -22.0% | -20.2% | -1.9% | -19.9% |
| 1Y | +25.0% | -16.5% | +41.5% | +32.5% |
| All | +25.0% | -16.1% | +41.1% | +32.5% |
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