-76.1%
PLTD vs HBM
+122.6%
-198.7%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.6% | -4.8% | -2.6% |
| 7D | +13.7% | -3.6% | +17.4% | +12.6% |
| 30D | +18.4% | -19.2% | +37.6% | +11.3% |
| 3M | -7.5% | -20.5% | +13.0% | -12.8% |
| 6M | -31.3% | -12.8% | -18.5% | -31.2% |
| YTD | -15.4% | +5.4% | -20.8% | -4.4% |
| 1Y | -18.4% | +33.0% | -51.4% | +4.3% |
| All | -76.1% | +122.6% | -198.7% | -49.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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