+9.0%
HWM vs PLTU
-47.3%
+56.3%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.7% | -0.4% |
| 7D | +11.1% | +21.9% | -10.8% | +10.4% |
| 30D | +3.0% | -35.3% | +38.2% | +3.8% |
| 3M | -20.7% | -7.7% | -13.0% | -20.7% |
| 6M | -17.2% | +24.2% | -41.4% | -18.0% |
| YTD | +9.1% | -37.5% | +46.6% | +11.7% |
| 1Y | +9.0% | -43.6% | +52.6% | +12.4% |
| All | +9.0% | -47.3% | +56.3% | +12.4% |
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