+114.8%
PLTU vs ALHC
-35.7%
+150.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.5% | +1.4% | -1.3% |
| 7D | +21.9% | -0.8% | +22.7% | +21.9% |
| 30D | -35.3% | -9.6% | -25.6% | -35.7% |
| 3M | -7.7% | -44.5% | +36.8% | -11.1% |
| 6M | +24.2% | -59.2% | +83.4% | +21.9% |
| YTD | -37.5% | -62.0% | +24.5% | -38.3% |
| 1Y | -43.6% | -54.8% | +11.3% | -43.4% |
| All | +114.8% | -35.7% | +150.5% | +123.6% |
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