+81.8%
HWM vs PLTD
-76.4%
+158.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -3.2% | +5.6% | +2.0% |
| 7D | +3.3% | +13.7% | -10.4% | +5.4% |
| 30D | -7.6% | +18.4% | -26.0% | -5.0% |
| 3M | -28.9% | -7.5% | -21.5% | -29.3% |
| 6M | -19.7% | -31.3% | +11.6% | -22.5% |
| YTD | +0.5% | -15.4% | +15.9% | +2.1% |
| 1Y | +0.3% | -18.4% | +18.7% | +1.5% |
| All | +81.8% | -76.4% | +158.2% | +44.8% |
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