+50.6%
HUM vs PLTD
-76.7%
+127.3%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.3% | -2.1% | +0.2% |
| 7D | -1.4% | +9.9% | -11.3% | -1.2% |
| 30D | +7.5% | +3.8% | +3.7% | +7.6% |
| 3M | +10.2% | -32.3% | +42.5% | +9.5% |
| 6M | +132.5% | -25.9% | +158.4% | +132.3% |
| YTD | +57.6% | -16.4% | +74.0% | +58.2% |
| 1Y | +48.6% | -25.2% | +73.7% | +48.6% |
| All | +50.6% | -76.7% | +127.3% | +41.5% |
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