+239.1%
HL vs PLTU
+133.3%
+105.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.4% |
| 7D | -4.4% | -8.1% | +3.8% | -3.4% |
| 30D | +9.3% | -7.0% | +16.3% | +9.7% |
| 3M | +32.0% | +40.0% | -8.0% | +23.2% |
| 6M | -6.4% | -6.0% | -0.5% | -9.6% |
| YTD | +3.1% | -37.1% | +40.2% | +2.5% |
| 1Y | +77.6% | -33.1% | +110.7% | +73.6% |
| All | +239.1% | +133.3% | +105.8% | +182.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling