+275.1%
HL vs PLTD
-77.8%
+352.9%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +4.6% | -7.1% | -1.4% |
| 7D | +1.5% | +5.9% | -4.5% | +3.0% |
| 30D | +25.1% | -11.6% | +36.7% | +22.0% |
| 3M | +22.9% | -29.9% | +52.8% | +16.1% |
| 6M | -4.9% | -28.5% | +23.6% | -8.7% |
| YTD | +7.8% | -20.4% | +28.2% | +6.4% |
| 1Y | +133.9% | -33.3% | +167.2% | +125.8% |
| All | +275.1% | -77.8% | +352.9% | +212.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling