+88.7%
PLTU vs ALHC
-37.0%
+125.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -2.9% | +10.0% | +6.9% |
| 7D | -25.3% | +1.0% | -26.3% | -25.1% |
| 30D | -34.5% | -14.2% | -20.3% | -35.1% |
| 3M | -3.4% | -45.1% | +41.8% | -7.0% |
| 6M | +12.4% | -59.5% | +71.9% | +10.0% |
| YTD | -45.1% | -62.8% | +17.7% | -45.9% |
| 1Y | -45.7% | -55.5% | +9.8% | -45.5% |
| All | +88.7% | -37.0% | +125.7% | +96.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling