-0.5%
HPQ vs PLTD
-77.2%
+76.7%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +0.4% | +3.5% | +4.0% |
| 7D | +1.3% | -0.9% | +2.2% | +1.2% |
| 30D | +8.7% | +1.3% | +7.4% | +9.1% |
| 3M | +31.5% | -32.9% | +64.3% | +25.8% |
| 6M | +76.0% | -24.9% | +100.9% | +72.7% |
| YTD | +49.5% | -18.2% | +67.8% | +49.2% |
| 1Y | +17.3% | -28.7% | +46.0% | +15.2% |
| All | -0.5% | -77.2% | +76.7% | -17.0% |
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