-50.3%
PLTU vs ALHC
-55.2%
+4.9%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.0% | +12.1% | +11.1% |
| 7D | -11.7% | +3.9% | -15.6% | -11.2% |
| 30D | -36.9% | -3.6% | -33.3% | -36.8% |
| 3M | -10.9% | -49.4% | +38.5% | -14.2% |
| 6M | +18.0% | -59.5% | +77.4% | +18.9% |
| YTD | -39.0% | -63.2% | +24.2% | -36.0% |
| All | -50.3% | -55.2% | +4.9% | -53.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling