+19.6%
HLT vs PLTU
+129.7%
-110.1%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.4% | +4.1% | -0.1% |
| 7D | -2.6% | -17.7% | +15.1% | -1.9% |
| 30D | -2.6% | -12.5% | +9.9% | -2.3% |
| 3M | -9.4% | +39.5% | -48.9% | -11.6% |
| 6M | +2.7% | -7.0% | +9.7% | +1.5% |
| YTD | +6.8% | -38.1% | +44.8% | +7.4% |
| 1Y | +12.4% | -36.0% | +48.3% | +11.2% |
| All | +19.6% | +129.7% | -110.1% | -0.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling