+49.3%
HST vs PLTD
-76.4%
+125.7%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | -0.3% |
| 7D | -2.7% | +13.7% | -16.4% | -1.7% |
| 30D | +10.7% | +18.4% | -7.7% | +12.2% |
| 3M | +6.3% | -7.5% | +13.7% | +5.9% |
| 6M | +19.0% | -31.3% | +50.3% | +16.7% |
| YTD | +47.0% | -15.4% | +62.4% | +48.5% |
| 1Y | +53.4% | -18.4% | +71.9% | +54.6% |
| All | +49.3% | -76.4% | +125.7% | +24.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling