+133.9%
HL vs PLTU
-18.5%
+152.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -9.0% | +6.5% | -1.0% |
| 7D | +1.5% | -13.6% | +15.1% | +3.5% |
| 30D | +25.1% | +16.7% | +8.4% | +20.7% |
| 3M | +22.9% | +29.6% | -6.7% | +13.9% |
| 6M | -4.9% | -0.1% | -4.8% | -9.4% |
| YTD | +7.8% | -31.5% | +39.3% | +7.2% |
| 1Y | +133.9% | -19.7% | +153.6% | +127.2% |
| All | +133.9% | -18.5% | +152.4% | +127.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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