+155.0%
HPE vs PLTD
-25.5%
+180.5%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.4% | -0.7% | +13.2% | +12.3% |
| 7D | +19.4% | +4.2% | +15.2% | +20.2% |
| 30D | +5.6% | +0.7% | +4.9% | +6.1% |
| 3M | +33.1% | -32.4% | +65.4% | +27.2% |
| 6M | +192.5% | -26.2% | +218.7% | +186.6% |
| YTD | +160.9% | -17.0% | +177.9% | +164.1% |
| 1Y | +155.0% | -26.7% | +181.6% | +156.1% |
| All | +155.0% | -25.5% | +180.5% | +156.1% |
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