+71.6%
ADI vs PLTU
+142.1%
-70.6%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.7% | +4.9% | +0.6% |
| 7D | +2.4% | -11.6% | +14.0% | +3.1% |
| 30D | -6.6% | -4.6% | -2.0% | -6.6% |
| 3M | -9.8% | +33.7% | -43.5% | -12.9% |
| 6M | +15.7% | -9.4% | +25.1% | +13.5% |
| YTD | +35.1% | -34.7% | +69.8% | +35.6% |
| 1Y | +47.7% | -23.2% | +70.9% | +43.1% |
| All | +71.6% | +142.1% | -70.6% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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