-75.3%
PLTD vs ALLE
+36.5%
-111.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -2.9% | +12.4% | +9.0% |
| 7D | +25.1% | 0.0% | +25.0% | +25.1% |
| 30D | +21.0% | +20.6% | +0.5% | +25.0% |
| 3M | -2.9% | +11.4% | -14.3% | -1.4% |
| 6M | -27.8% | +42.5% | -70.3% | -23.2% |
| YTD | -12.6% | +18.9% | -31.5% | -10.1% |
| 1Y | -9.8% | +14.2% | -24.0% | -8.8% |
| All | -75.3% | +36.5% | -111.8% | -70.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 5y: compounded portfolio wealth divided by compounded ALLE 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…
5y analysis · Full analysis span regression · 6 months rolling