+124.5%
PLTU vs ACM
-40.7%
+165.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -0.8% | -3.9% | -3.8% |
| 7D | -11.6% | -0.3% | -11.3% | -11.2% |
| 30D | -4.6% | -12.9% | +8.3% | +9.8% |
| 3M | +33.7% | -6.4% | +40.1% | +39.9% |
| 6M | -9.4% | -29.2% | +19.8% | +37.2% |
| YTD | -34.7% | -29.9% | -4.8% | -5.4% |
| 1Y | -23.2% | -47.3% | +24.0% | +88.0% |
| All | +124.5% | -40.7% | +165.2% | +246.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling