+16.1%
ACGL vs PLTU
+134.3%
-118.2%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +4.3% | -4.2% | 0.0% |
| 7D | -1.4% | -0.9% | -0.5% | -1.3% |
| 30D | +12.4% | -34.7% | +47.1% | +12.3% |
| 3M | +11.1% | -10.8% | +21.9% | +11.0% |
| 6M | +16.3% | +24.1% | -7.7% | +16.3% |
| YTD | +13.8% | -36.8% | +50.6% | +14.3% |
| 1Y | +20.4% | -47.0% | +67.4% | +21.2% |
| All | +16.1% | +134.3% | -118.2% | +9.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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