+82.7%
HL vs PLTD
-25.5%
+108.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.3% | -6.2% | -3.3% |
| 7D | -5.6% | +9.9% | -15.5% | -2.7% |
| 30D | +12.7% | +3.8% | +8.9% | +14.4% |
| 3M | +42.5% | -32.3% | +74.8% | +30.0% |
| 6M | -9.0% | -25.9% | +16.9% | -11.9% |
| YTD | +4.4% | -16.4% | +20.8% | +5.4% |
| 1Y | +82.7% | -25.2% | +107.8% | +81.9% |
| All | +82.7% | -25.5% | +108.1% | +81.9% |
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