+13.6%
ALLE vs PLTU
-53.1%
+66.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +7.1% | -8.0% | -0.9% |
| 7D | -0.6% | -25.3% | +24.8% | -0.6% |
| 30D | +25.3% | -34.5% | +59.8% | +25.2% |
| 3M | +10.3% | -3.4% | +13.6% | +10.1% |
| 6M | +38.0% | +12.4% | +25.6% | +37.3% |
| YTD | +17.8% | -45.1% | +62.9% | +15.9% |
| 1Y | +13.6% | -45.7% | +59.3% | +11.5% |
| All | +13.6% | -53.1% | +66.7% | +11.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling