+27.9%
ACWI vs PLTU
+90.0%
-62.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -19.6% | +15.8% | -2.6% |
| 7D | -4.0% | -39.1% | +35.1% | -1.2% |
| 30D | -5.8% | -37.6% | +31.8% | -3.4% |
| 3M | -5.0% | -12.7% | +7.7% | -5.0% |
| 6M | +0.7% | +1.7% | -1.0% | -1.7% |
| YTD | +8.4% | -48.8% | +57.2% | +9.6% |
| 1Y | +10.1% | -56.2% | +66.3% | +12.0% |
| All | +27.9% | +90.0% | -62.1% | +7.8% |
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