+1.7%
HPQ vs PLTU
+140.2%
-138.5%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -0.8% | +5.7% | +5.0% |
| 7D | +2.2% | -0.8% | +3.0% | +2.1% |
| 30D | +9.7% | -8.8% | +18.6% | +10.1% |
| 3M | +32.7% | +41.7% | -8.9% | +26.9% |
| 6M | +77.7% | -9.3% | +87.0% | +74.1% |
| YTD | +51.0% | -35.2% | +86.2% | +50.5% |
| 1Y | +18.4% | -29.5% | +47.9% | +15.8% |
| All | +1.7% | +140.2% | -138.5% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling