+122.7%
PLTU vs ALHC
+11.7%
+110.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.2% | +2.4% | -1.1% |
| 7D | -0.8% | -4.1% | +3.4% | -1.1% |
| 30D | -8.8% | -5.4% | -3.4% | -9.1% |
| 3M | +41.7% | -32.1% | +73.8% | +40.5% |
| 6M | -9.3% | -28.5% | +19.2% | -8.4% |
| YTD | -35.2% | -34.0% | -1.2% | -33.8% |
| 1Y | -29.5% | -20.9% | -8.5% | -26.2% |
| All | +122.7% | +11.7% | +110.9% | +140.0% |
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