+2.7%
HPQ vs PLTU
+129.7%
-127.0%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.4% | +1.4% |
| 7D | +3.5% | -17.7% | +21.2% | +5.0% |
| 30D | +13.7% | -12.5% | +26.2% | +14.4% |
| 3M | +33.9% | +39.5% | -5.6% | +28.1% |
| 6M | +80.9% | -7.0% | +87.9% | +77.0% |
| YTD | +52.6% | -38.1% | +90.6% | +52.5% |
| 1Y | +21.2% | -36.0% | +57.2% | +19.5% |
| All | +2.7% | +129.7% | -127.0% | -14.8% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling