+48.4%
HST vs PLTU
+103.5%
-55.1%
-30.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +7.1% | -7.1% | -0.3% |
| 7D | -2.7% | -25.3% | +22.6% | -1.7% |
| 30D | +10.7% | -34.5% | +45.2% | +12.2% |
| 3M | +6.3% | -3.4% | +9.6% | +5.8% |
| 6M | +19.0% | +12.4% | +6.6% | +16.5% |
| YTD | +47.0% | -45.1% | +92.2% | +48.3% |
| 1Y | +53.4% | -45.7% | +99.1% | +54.1% |
| All | +48.4% | +103.5% | -55.1% | +22.3% |
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