+109.6%
PLTU vs ALHC
-37.7%
+147.3%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.0% |
| 7D | -11.7% | +3.9% | -15.6% | -11.2% |
| 30D | -36.9% | -3.6% | -33.3% | -36.9% |
| 3M | -10.9% | -49.4% | +38.5% | -14.8% |
| 6M | +18.0% | -59.5% | +77.4% | +15.3% |
| YTD | -39.0% | -63.2% | +24.2% | -39.9% |
| 1Y | -41.5% | -55.5% | +14.0% | -41.3% |
| All | +109.6% | -37.7% | +147.3% | +117.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling