+75.6%
HST vs PLTD
-16.1%
+91.7%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.4% | -1.1% | +1.2% |
| 7D | +3.3% | +14.4% | -11.1% | +3.0% |
| 30D | +16.4% | +8.6% | +7.7% | +16.2% |
| 3M | +5.5% | -9.2% | +14.7% | +5.7% |
| 6M | +31.1% | -29.5% | +60.6% | +32.2% |
| YTD | +55.9% | -20.2% | +76.1% | +54.7% |
| 1Y | +75.6% | -16.5% | +92.1% | +74.3% |
| All | +75.6% | -16.1% | +91.7% | +74.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling