+19.6%
HLT vs PLTU
+133.3%
-113.7%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.6% | -1.6% | -0.1% |
| 7D | -1.6% | -8.1% | +6.5% | -1.3% |
| 30D | -5.0% | -7.0% | +2.0% | -4.9% |
| 3M | -10.4% | +40.0% | -50.4% | -12.6% |
| 6M | +3.2% | -6.0% | +9.2% | +2.0% |
| YTD | +6.7% | -37.1% | +43.8% | +7.4% |
| 1Y | +10.3% | -33.1% | +43.4% | +8.9% |
| All | +19.6% | +133.3% | -113.7% | -0.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling