+114.4%
HPE vs PLTD
-18.9%
+133.3%
-39.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +2.2% | -5.9% | -3.2% |
| 7D | +7.9% | -4.8% | +12.6% | +6.8% |
| 30D | -23.5% | +16.9% | -40.3% | -20.5% |
| 3M | -19.1% | +2.6% | -21.7% | -17.1% |
| 6M | +51.4% | -36.2% | +87.6% | +47.9% |
| YTD | +103.4% | -19.4% | +122.9% | +107.3% |
| 1Y | +114.4% | -22.5% | +136.9% | +113.1% |
| All | +114.4% | -18.9% | +133.3% | +113.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling