-27.4%
ACN vs PLTD
-77.5%
+50.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.2% | -1.9% | +0.5% |
| 7D | -3.8% | -4.8% | +0.9% | -4.5% |
| 30D | +16.5% | +16.9% | -0.3% | +19.2% |
| 3M | +41.5% | +2.6% | +38.8% | +42.4% |
| 6M | +60.1% | -36.2% | +96.3% | +53.5% |
| YTD | -3.9% | -19.4% | +15.5% | -5.0% |
| 1Y | +4.1% | -22.5% | +26.6% | +2.7% |
| All | -27.4% | -77.5% | +50.1% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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