+114.8%
PLTU vs ACM
-36.7%
+151.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -0.9% |
| 7D | +21.9% | +5.1% | +16.8% | +16.2% |
| 30D | -35.3% | +18.7% | -53.9% | -45.7% |
| 3M | -7.7% | +15.5% | -23.2% | -20.9% |
| 6M | +24.2% | +1.2% | +23.0% | +18.2% |
| YTD | -37.5% | -25.2% | -12.3% | -15.6% |
| 1Y | -43.6% | -46.3% | +2.7% | +46.9% |
| All | +114.8% | -36.7% | +151.5% | +208.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling