+116.3%
PLTU vs HRB
-15.0%
+131.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.5% | +1.0% | +1.5% |
| 7D | -8.1% | -8.0% | -0.1% | -7.1% |
| 30D | -7.0% | -16.0% | +8.9% | -4.9% |
| 3M | +40.0% | +26.9% | +13.1% | +37.3% |
| 6M | -6.0% | +51.1% | -57.1% | -8.2% |
| YTD | -37.1% | +7.1% | -44.1% | -50.6% |
| 1Y | -33.1% | -9.6% | -23.5% | -53.7% |
| All | +116.3% | -15.0% | +131.4% | +71.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling