-76.1%
PLTD vs ALLE
+35.2%
-111.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.9% | -2.3% | -3.4% |
| 7D | +13.7% | -0.6% | +14.3% | +13.6% |
| 30D | +18.4% | +25.3% | -6.9% | +23.4% |
| 3M | -7.5% | +10.3% | -17.7% | -6.1% |
| 6M | -31.3% | +38.0% | -69.4% | -27.4% |
| YTD | -15.4% | +17.8% | -33.2% | -13.1% |
| 1Y | -18.4% | +13.6% | -32.0% | -17.4% |
| All | -76.1% | +35.2% | -111.4% | -71.4% |
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