+163.9%
HPE vs PLTD
-76.7%
+240.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +2.3% | -8.5% | -5.7% |
| 7D | +1.4% | +9.9% | -8.5% | +3.7% |
| 30D | +1.5% | +3.8% | -2.3% | +2.7% |
| 3M | +21.7% | -32.3% | +54.0% | +13.9% |
| 6M | +164.2% | -25.9% | +190.0% | +155.7% |
| YTD | +132.1% | -16.4% | +148.5% | +133.7% |
| 1Y | +130.6% | -25.2% | +155.8% | +128.3% |
| All | +163.9% | -76.7% | +240.6% | +99.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling