+124.5%
PLTU vs ALM
+1,219.5%
-1,095.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +8.8% | -13.5% | -6.9% |
| 7D | -11.6% | +8.4% | -20.0% | -13.5% |
| 30D | -4.6% | +34.8% | -39.5% | -12.7% |
| 3M | +33.7% | +16.2% | +17.5% | +25.6% |
| 6M | -9.4% | +2.1% | -11.5% | -15.1% |
| YTD | -34.7% | +117.0% | -151.7% | -49.9% |
| 1Y | -23.2% | +313.9% | -337.1% | -50.6% |
| All | +124.5% | +1,219.5% | -1,095.0% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ALM.
Daily Out/Under-Performance
Portfolio return minus ALM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALM 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 3y: compounded portfolio wealth divided by compounded ALM 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…
3y analysis · Full analysis span regression · 6 months rolling