+71.1%
ADI vs PLTD
-77.3%
+148.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.3% | -2.1% | +0.6% |
| 7D | +2.4% | +4.5% | -2.1% | +3.1% |
| 30D | -6.6% | -0.7% | -5.8% | -6.6% |
| 3M | -9.8% | -31.0% | +21.2% | -12.8% |
| 6M | +15.7% | -24.8% | +40.5% | +13.7% |
| YTD | +35.1% | -18.6% | +53.7% | +35.8% |
| 1Y | +47.7% | -31.8% | +79.5% | +43.9% |
| All | +71.1% | -77.3% | +148.4% | +31.6% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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