+135.5%
PLTU vs ALM
+1,112.6%
-977.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ALM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.5% | -7.5% | -8.6% |
| 7D | -13.6% | -2.6% | -11.0% | -12.9% |
| 30D | +16.7% | +32.0% | -15.3% | +7.8% |
| 3M | +29.6% | -15.0% | +44.6% | +31.8% |
| 6M | -0.1% | -10.1% | +10.0% | -3.0% |
| YTD | -31.5% | +99.4% | -130.9% | -46.2% |
| 1Y | -19.7% | +316.4% | -336.1% | -48.3% |
| All | +135.5% | +1,112.6% | -977.1% | -12.6% |
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