+122.7%
PLTU vs ALC
-20.3%
+143.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.2% |
| 7D | -0.8% | -5.3% | +4.5% | +2.8% |
| 30D | -8.8% | -7.1% | -1.7% | -4.5% |
| 3M | +41.7% | +0.8% | +40.9% | +41.2% |
| 6M | -9.3% | -16.0% | +6.7% | +1.7% |
| YTD | -35.2% | -12.7% | -22.5% | -30.4% |
| 1Y | -29.5% | -12.8% | -16.6% | -24.9% |
| All | +122.7% | -20.3% | +143.0% | +166.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling