-18.4%
PLTD vs ALHC
-56.7%
+38.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.9% | -0.3% | -3.1% |
| 7D | +13.7% | +1.0% | +12.8% | +13.5% |
| 30D | +18.4% | -14.2% | +32.6% | +18.9% |
| 3M | -7.5% | -45.1% | +37.7% | -5.9% |
| 6M | -31.3% | -59.5% | +28.2% | -31.8% |
| YTD | -15.4% | -62.8% | +47.4% | -17.0% |
| 1Y | -18.4% | -55.5% | +37.1% | -16.0% |
| All | -18.4% | -56.7% | +38.3% | -16.0% |
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