+137.6%
HL vs PLTD
-77.5%
+215.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.2% | -4.0% | -1.4% |
| 7D | -11.1% | -4.8% | -6.4% | -12.1% |
| 30D | -12.1% | +16.9% | -28.9% | -8.3% |
| 3M | -26.1% | +2.6% | -28.7% | -24.9% |
| 6M | -37.7% | -36.2% | -1.5% | -41.7% |
| YTD | -31.7% | -19.4% | -12.3% | -31.8% |
| 1Y | -11.6% | -22.5% | +10.9% | -12.3% |
| All | +137.6% | -77.5% | +215.1% | +100.3% |
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 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