-77.0%
PLTD vs HBM
+208.8%
-285.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.8% | -3.4% | +4.3% |
| 7D | +4.5% | +7.4% | -2.8% | +7.1% |
| 30D | -0.7% | +5.1% | -5.8% | +1.3% |
| 3M | -31.0% | +11.1% | -42.2% | -27.0% |
| 6M | -24.8% | +30.2% | -55.0% | -13.5% |
| YTD | -18.6% | +46.2% | -64.8% | +1.5% |
| 1Y | -31.8% | +120.0% | -151.8% | +6.2% |
| All | -77.0% | +208.8% | -285.8% | -46.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling