-77.0%
PLTD vs HRB
-13.2%
-63.8%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -6.5% | +8.8% | +1.9% |
| 7D | +4.5% | -9.1% | +13.6% | +3.9% |
| 30D | -0.7% | +0.3% | -1.0% | -0.7% |
| 3M | -31.0% | +23.4% | -54.4% | -30.1% |
| 6M | -24.8% | +45.1% | -70.0% | -23.2% |
| YTD | -18.6% | +8.9% | -27.4% | -9.0% |
| 1Y | -31.8% | -7.9% | -23.9% | -18.1% |
| All | -77.0% | -13.2% | -63.8% | -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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling