-77.8%
PLTD vs ALC
-14.8%
-63.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.6% | +1.8% | -2.7% |
| 7D | -1.6% | -6.3% | +4.7% | -3.2% |
| 30D | +18.5% | +12.6% | +5.9% | +22.7% |
| 3M | -2.4% | -3.8% | +1.4% | -3.7% |
| 6M | -34.6% | +16.8% | -51.4% | -31.2% |
| YTD | -21.4% | -7.6% | -13.8% | -23.2% |
| 1Y | -16.8% | -5.9% | -10.9% | -17.9% |
| All | -77.8% | -14.8% | -63.1% | -78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling