+135.5%
PLTU vs HRB
-7.6%
+143.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -4.0% | -5.0% | -8.5% |
| 7D | -13.6% | -5.7% | -7.9% | -12.9% |
| 30D | +16.7% | +7.9% | +8.8% | +15.5% |
| 3M | +29.6% | +32.1% | -2.6% | +25.8% |
| 6M | -0.1% | +62.2% | -62.3% | -3.7% |
| YTD | -31.5% | +16.4% | -47.9% | -46.8% |
| 1Y | -19.7% | -0.3% | -19.5% | -44.4% |
| All | +135.5% | -7.6% | +143.1% | +84.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling