+135.5%
PLTU vs ALHC
+16.1%
+119.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | 0.0% | -9.0% | -9.0% |
| 7D | -13.6% | -0.6% | -13.0% | -13.6% |
| 30D | +16.7% | -1.0% | +17.7% | +16.5% |
| 3M | +29.6% | -10.2% | +39.7% | +30.6% |
| 6M | -0.1% | -28.3% | +28.2% | +1.2% |
| YTD | -31.5% | -31.4% | -0.1% | -29.7% |
| 1Y | -19.7% | -16.9% | -2.8% | -15.7% |
| All | +135.5% | +16.1% | +119.4% | +154.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling