-77.4%
PLTD vs ACGL
+14.7%
-92.2%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.8% | -6.3% | -5.5% |
| 7D | +4.2% | -1.1% | +5.3% | +4.3% |
| 30D | +20.8% | +13.1% | +7.7% | +20.6% |
| 3M | -2.6% | +9.8% | -12.3% | -2.7% |
| 6M | -33.1% | +15.3% | -48.4% | -33.2% |
| YTD | -20.0% | +12.7% | -32.8% | -19.9% |
| 1Y | -21.6% | +20.7% | -42.4% | -20.2% |
| All | -77.4% | +14.7% | -92.2% | -77.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 ACGL 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