+1.6%
HYG vs PLTU
-47.9%
+49.5%
-3.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.5% | +5.2% | +0.7% |
| 7D | -0.1% | -24.5% | +24.4% | +0.2% |
| 30D | +0.7% | -20.2% | +20.9% | +0.9% |
| 3M | -2.0% | +3.1% | -5.1% | -2.1% |
| 6M | -0.9% | +8.7% | -9.6% | -1.2% |
| YTD | +0.1% | -36.2% | +36.3% | +0.2% |
| 1Y | +1.6% | -47.1% | +48.7% | +1.9% |
| All | +1.6% | -47.9% | +49.5% | +1.9% |
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