-7.0%
HON vs PLTD
-76.7%
+69.7%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -1.2% |
| 7D | -2.6% | +9.9% | -12.5% | -1.9% |
| 30D | -11.9% | +3.8% | -15.7% | -11.6% |
| 3M | -6.1% | -32.3% | +26.2% | -8.0% |
| 6M | -19.2% | -25.9% | +6.7% | -19.9% |
| YTD | +0.2% | -16.4% | +16.6% | +0.6% |
| 1Y | -1.5% | -25.2% | +23.7% | -1.8% |
| All | -7.0% | -76.7% | +69.7% | -16.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling