+30.6%
HUM vs PLTD
-33.9%
+64.5%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.6% | -5.9% | -1.2% |
| 7D | +4.2% | +5.9% | -1.8% | +4.1% |
| 30D | +10.4% | -11.6% | +22.0% | +10.3% |
| 3M | +15.1% | -29.9% | +45.0% | +15.6% |
| 6M | +120.9% | -28.5% | +149.5% | +122.2% |
| YTD | +57.9% | -20.4% | +78.3% | +57.1% |
| 1Y | +30.6% | -33.3% | +63.8% | +44.0% |
| All | +30.6% | -33.9% | +64.5% | +44.0% |
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