+13.1%
ACWI vs PLTD
-18.9%
+32.0%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -0.1% |
| 7D | +2.4% | -4.8% | +7.2% | +2.0% |
| 30D | -1.7% | +16.9% | -18.5% | -0.3% |
| 3M | -3.9% | +2.6% | -6.5% | -3.4% |
| 6M | +0.8% | -36.2% | +37.0% | -1.3% |
| YTD | +11.0% | -19.4% | +30.5% | +12.2% |
| 1Y | +13.1% | -22.5% | +35.6% | +13.2% |
| All | +13.1% | -18.9% | +32.0% | +13.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling