+97.2%
HWM vs PLTD
-78.0%
+175.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.3% |
| 7D | +11.1% | -9.8% | +20.9% | +9.5% |
| 30D | +3.0% | +18.9% | -16.0% | +5.9% |
| 3M | -20.7% | -4.2% | -16.5% | -20.8% |
| 6M | -17.2% | -34.8% | +17.6% | -20.7% |
| YTD | +9.1% | -21.1% | +30.2% | +9.7% |
| 1Y | +9.0% | -19.3% | +28.3% | +10.6% |
| All | +97.2% | -78.0% | +175.2% | +55.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling