-14.0%
PLTD vs ACM
-46.1%
+32.0%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +5.2% | -10.7% | -4.2% |
| 7D | +4.2% | +6.9% | -2.7% | +6.0% |
| 30D | +20.8% | +19.1% | +1.8% | +25.9% |
| 3M | -2.6% | -6.9% | +4.4% | -3.3% |
| 6M | -33.1% | -12.0% | -21.1% | -34.7% |
| YTD | -20.0% | -25.1% | +5.1% | -25.3% |
| All | -14.0% | -46.1% | +32.0% | -26.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 ACM 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