+38.0%
ALLE vs PLTU
+124.7%
-86.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.5% |
| 7D | +0.1% | -9.2% | +9.3% | +0.2% |
| 30D | +25.9% | -37.3% | +63.2% | +26.7% |
| 3M | +14.9% | -14.7% | +29.6% | +14.8% |
| 6M | +42.1% | +17.3% | +24.8% | +40.4% |
| YTD | +20.4% | -39.4% | +59.8% | +20.2% |
| 1Y | +14.9% | -50.6% | +65.4% | +15.2% |
| All | +38.0% | +124.7% | -86.7% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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