+113.0%
PLTU vs HRB
-15.5%
+128.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.6% | -3.8% | -4.3% |
| 7D | -17.7% | -12.2% | -5.6% | -16.2% |
| 30D | -12.5% | -3.0% | -9.6% | -12.1% |
| 3M | +39.5% | +21.7% | +17.8% | +37.1% |
| 6M | -7.0% | +52.3% | -59.3% | -8.9% |
| YTD | -38.1% | +6.5% | -44.6% | -51.3% |
| 1Y | -36.0% | -6.7% | -29.3% | -54.5% |
| All | +113.0% | -15.5% | +128.4% | +68.6% |
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 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