+130.6%
HPE vs PLTU
-35.5%
+166.2%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | -4.4% | -1.9% | -5.9% |
| 7D | +1.4% | -17.7% | +19.2% | +3.1% |
| 30D | +1.5% | -12.5% | +14.1% | +2.4% |
| 3M | +21.7% | +39.5% | -17.7% | +16.3% |
| 6M | +164.2% | -7.0% | +171.1% | +158.5% |
| YTD | +132.1% | -38.1% | +170.1% | +134.4% |
| 1Y | +130.6% | -36.0% | +166.6% | +131.6% |
| All | +130.6% | -35.5% | +166.2% | +131.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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