+18.7%
HPQ vs PLTU
-18.5%
+37.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -9.0% | +11.2% | +2.8% |
| 7D | +6.9% | -13.6% | +20.5% | +7.8% |
| 30D | +14.4% | +16.7% | -2.2% | +12.8% |
| 3M | +25.6% | +29.6% | -3.9% | +21.5% |
| 6M | +75.0% | -0.1% | +75.1% | +70.5% |
| YTD | +50.7% | -31.5% | +82.2% | +48.0% |
| 1Y | +18.7% | -19.7% | +38.4% | +16.4% |
| All | +18.7% | -18.5% | +37.1% | +16.4% |
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