+167.7%
HPE vs PLTD
-77.3%
+245.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +2.3% | +5.4% | +8.3% |
| 7D | +10.1% | +4.5% | +5.6% | +11.4% |
| 30D | +5.3% | -0.7% | +6.0% | +5.4% |
| 3M | +12.7% | -31.0% | +43.7% | +6.0% |
| 6M | +167.7% | -24.8% | +192.5% | +160.3% |
| YTD | +135.5% | -18.6% | +154.0% | +135.6% |
| 1Y | +143.4% | -31.8% | +175.2% | +135.1% |
| All | +167.7% | -77.3% | +245.0% | +101.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling