+2.1%
HON vs PLTU
+121.9%
-119.8%
-22.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.2% | +4.1% | 0.0% |
| 7D | +1.4% | +9.0% | -7.6% | +1.1% |
| 30D | +7.5% | -33.0% | +40.5% | +8.8% |
| 3M | -4.3% | -19.0% | +14.6% | -4.0% |
| 6M | -1.5% | +30.4% | -32.0% | -3.6% |
| YTD | +10.5% | -40.2% | +50.7% | +10.7% |
| 1Y | +8.5% | -37.8% | +46.3% | +8.3% |
| All | +2.1% | +121.9% | -119.8% | -9.3% |
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