-7.0%
ADP vs PLTU
+142.1%
-149.1%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.7% | +1.2% | -3.3% |
| 7D | -5.5% | -11.6% | +6.1% | -5.1% |
| 30D | -1.2% | -4.6% | +3.4% | -1.2% |
| 3M | +17.9% | +33.7% | -15.9% | +15.5% |
| 6M | +20.3% | -9.4% | +29.7% | +18.9% |
| YTD | +5.8% | -34.7% | +40.5% | +5.1% |
| 1Y | -7.7% | -23.2% | +15.5% | -9.6% |
| All | -7.0% | +142.1% | -149.1% | -15.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling