+104.5%
HWM vs PLTD
-77.3%
+181.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +2.3% | -13.0% | -10.4% |
| 7D | -9.2% | +4.5% | -13.7% | -8.5% |
| 30D | -17.9% | -0.7% | -17.1% | -17.8% |
| 3M | -6.0% | -31.0% | +25.0% | -9.8% |
| 6M | -7.4% | -24.8% | +17.5% | -9.0% |
| YTD | +13.1% | -18.6% | +31.7% | +13.8% |
| 1Y | +29.3% | -31.8% | +61.1% | +26.6% |
| All | +104.5% | -77.3% | +181.8% | +61.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling