+127.7%
HPE vs PLTD
-77.7%
+205.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -5.5% | +11.7% | +4.8% |
| 7D | -7.1% | +4.2% | -11.4% | -5.7% |
| 30D | -35.3% | +20.8% | -56.1% | -31.5% |
| 3M | -10.4% | -2.6% | -7.9% | -9.3% |
| 6M | +52.5% | -33.1% | +85.6% | +45.3% |
| YTD | +100.3% | -20.0% | +120.3% | +102.8% |
| 1Y | +106.4% | -21.6% | +128.0% | +109.2% |
| All | +127.7% | -77.7% | +205.4% | +73.4% |
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