+100.3%
HWM vs PLTU
+142.1%
-41.9%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -4.7% | -6.0% | -10.4% |
| 7D | -9.2% | -11.6% | +2.4% | -8.5% |
| 30D | -17.9% | -4.6% | -13.2% | -17.8% |
| 3M | -6.0% | +33.7% | -39.8% | -9.8% |
| 6M | -7.4% | -9.4% | +2.0% | -9.1% |
| YTD | +13.1% | -34.7% | +47.8% | +13.6% |
| 1Y | +29.3% | -23.2% | +52.5% | +25.8% |
| All | +100.3% | +142.1% | -41.9% | +55.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling