+36.3%
ALLE vs PLTU
+90.0%
-53.7%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -19.6% | +16.7% | -2.6% |
| 7D | 0.0% | -39.1% | +39.2% | +0.8% |
| 30D | +20.6% | -37.6% | +58.2% | +21.3% |
| 3M | +11.4% | -12.7% | +24.1% | +11.3% |
| 6M | +42.5% | +1.7% | +40.8% | +41.2% |
| YTD | +18.9% | -48.8% | +67.6% | +19.0% |
| 1Y | +14.2% | -56.2% | +70.3% | +14.6% |
| All | +36.3% | +90.0% | -53.7% | +24.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling