+36.2%
LH vs PLTU
+129.7%
-93.5%
-17.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | 0.0% | -4.3% |
| 7D | -7.4% | -17.7% | +10.3% | -7.0% |
| 30D | -4.6% | -12.5% | +7.9% | -4.4% |
| 3M | +14.5% | +39.5% | -25.0% | +12.9% |
| 6M | +14.8% | -7.0% | +21.8% | +13.9% |
| YTD | +23.3% | -38.1% | +61.3% | +23.5% |
| 1Y | +13.6% | -36.0% | +49.6% | +13.1% |
| All | +36.2% | +129.7% | -93.5% | +26.7% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling