+105.7%
PLTU vs HRB
-5.8%
+111.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.4% | -2.8% | -4.1% |
| 7D | +9.0% | -5.1% | +14.1% | +9.3% |
| 30D | -33.0% | +8.7% | -41.7% | -33.9% |
| 3M | -19.0% | -5.4% | -13.6% | -18.7% |
| 6M | +30.4% | +41.6% | -11.2% | +25.8% |
| YTD | -40.2% | +18.7% | -58.8% | -53.8% |
| 1Y | -37.8% | +16.4% | -54.2% | -52.6% |
| All | +105.7% | -5.8% | +111.5% | +59.9% |
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