-18.4%
PLTD vs ALC
+2.0%
-20.4%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.1% | -1.1% | -3.4% |
| 7D | +13.7% | +4.9% | +8.9% | +14.2% |
| 30D | +18.4% | +19.0% | -0.5% | +21.1% |
| 3M | -7.5% | +7.8% | -15.2% | -6.9% |
| 6M | -31.3% | +14.6% | -45.9% | -30.6% |
| YTD | -15.4% | -4.4% | -10.9% | -15.2% |
| 1Y | -18.4% | +1.4% | -19.8% | -17.4% |
| All | -18.4% | +2.0% | -20.4% | -17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALC.
Daily Out/Under-Performance
Portfolio return minus ALC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALC 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 ALC 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