-76.9%
PLTD vs HRB
-14.6%
-62.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +2.0% | +0.3% |
| 7D | -0.9% | -10.6% | +9.7% | -1.7% |
| 30D | +1.3% | -0.8% | +2.2% | +1.3% |
| 3M | -32.9% | +19.1% | -51.9% | -32.1% |
| 6M | -24.9% | +48.7% | -73.6% | -23.6% |
| YTD | -18.2% | +7.1% | -25.3% | -8.8% |
| 1Y | -28.7% | -8.3% | -20.4% | -14.9% |
| All | -76.9% | -14.6% | -62.3% | -73.3% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 10y: compounded portfolio wealth divided by compounded HRB 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…
10y analysis · Full analysis span regression · 6 months rolling