+114.8%
PLTU vs ALC
-16.4%
+131.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.7% |
| 7D | +21.9% | -6.2% | +28.1% | +25.8% |
| 30D | -35.3% | +14.0% | -49.3% | -40.8% |
| 3M | -7.7% | -2.4% | -5.3% | -6.9% |
| 6M | +24.2% | +12.6% | +11.6% | +14.5% |
| YTD | -37.5% | -8.4% | -29.1% | -35.4% |
| 1Y | -43.6% | -9.1% | -34.4% | -41.1% |
| All | +114.8% | -16.4% | +131.2% | +147.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling