-19.1%
AJG vs PLTU
-35.4%
+16.3%
-37.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.6% | -2.8% | -1.2% |
| 7D | -8.3% | -8.1% | -0.1% | -8.2% |
| 30D | -5.7% | -7.0% | +1.4% | -5.6% |
| 3M | +9.1% | +40.0% | -30.9% | +7.9% |
| 6M | +15.2% | -6.0% | +21.2% | +13.5% |
| YTD | -6.3% | -37.1% | +30.8% | -8.6% |
| 1Y | -19.1% | -33.1% | +14.0% | -22.7% |
| All | -19.1% | -35.4% | +16.3% | -22.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling