+85.8%
ADI vs PLTU
+124.7%
-39.0%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.3% |
| 7D | -6.3% | -9.2% | +2.9% | -5.7% |
| 30D | -3.2% | -37.3% | +34.1% | -0.3% |
| 3M | +2.8% | -14.7% | +17.4% | +3.3% |
| 6M | -5.0% | +17.3% | -22.3% | -8.2% |
| YTD | +46.3% | -39.4% | +85.7% | +47.3% |
| 1Y | +71.6% | -50.6% | +122.2% | +75.8% |
| All | +85.8% | +124.7% | -39.0% | +41.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling