-77.4%
PLTD vs HRB
-3.6%
-73.9%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -3.2% | -2.2% | -5.6% |
| 7D | +4.2% | -2.4% | +6.7% | +4.2% |
| 30D | +20.8% | +15.7% | +5.1% | +21.9% |
| 3M | -2.6% | +11.4% | -13.9% | -1.9% |
| 6M | -33.1% | +40.7% | -73.8% | -31.7% |
| YTD | -20.0% | +21.0% | -41.0% | -10.1% |
| 1Y | -21.6% | +7.2% | -28.9% | -7.1% |
| All | -77.4% | -3.6% | -73.9% | -73.6% |
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