+30.6%
HUM vs PLTU
-18.5%
+49.0%
-47.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -9.0% | +7.8% | -1.2% |
| 7D | +4.2% | -13.6% | +17.7% | +4.1% |
| 30D | +10.4% | +16.7% | -6.3% | +10.3% |
| 3M | +15.1% | +29.6% | -14.5% | +15.5% |
| 6M | +120.9% | -0.1% | +121.0% | +122.0% |
| YTD | +57.9% | -31.5% | +89.5% | +57.0% |
| 1Y | +30.6% | -19.7% | +50.3% | +44.8% |
| All | +30.6% | -18.5% | +49.0% | +44.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling