+30.6%
ACWI vs PLTU
+124.7%
-94.1%
-16.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.6% | +0.1% | -0.4% |
| 7D | -0.2% | -9.2% | +9.1% | +0.3% |
| 30D | -3.3% | -37.3% | +34.0% | -0.8% |
| 3M | -3.4% | -14.7% | +11.3% | -3.1% |
| 6M | +0.8% | +17.3% | -16.5% | -2.5% |
| YTD | +10.7% | -39.4% | +50.1% | +10.7% |
| 1Y | +11.6% | -50.6% | +62.2% | +12.9% |
| All | +30.6% | +124.7% | -94.1% | +8.9% |
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