+117.2%
PLTU vs ALM
+463.1%
-345.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.0% | +4.2% |
| 7D | -0.9% | -7.2% | +6.3% | +1.5% |
| 30D | -34.7% | -26.4% | -8.3% | -29.2% |
| 3M | -10.8% | -38.6% | +27.8% | -1.3% |
| 6M | +24.1% | -61.0% | +85.1% | +50.6% |
| YTD | -36.8% | -7.4% | -29.5% | -40.5% |
| 1Y | -47.0% | +14.0% | -61.0% | -52.7% |
| All | +117.2% | +463.1% | -345.9% | -3.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling