-14.0%
PLTD vs ALHC
-55.2%
+41.1%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -1.0% | -4.5% | -5.5% |
| 7D | +4.2% | +3.9% | +0.4% | +3.9% |
| 30D | +20.8% | -3.6% | +24.5% | +20.6% |
| 3M | -2.6% | -49.4% | +46.8% | -0.6% |
| 6M | -33.1% | -59.5% | +26.4% | -33.4% |
| YTD | -20.0% | -63.2% | +43.1% | -21.1% |
| All | -14.0% | -55.2% | +41.1% | -9.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALHC.
Daily Out/Under-Performance
Portfolio return minus ALHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALHC 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 ALHC 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