+6.0%
ADP vs PLTU
+103.5%
-97.6%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +7.1% | -8.3% | -1.5% |
| 7D | +3.2% | -25.3% | +28.6% | +4.1% |
| 30D | +14.9% | -34.5% | +49.4% | +16.2% |
| 3M | +11.6% | -3.4% | +15.0% | +11.0% |
| 6M | +48.5% | +12.4% | +36.1% | +45.5% |
| YTD | +20.6% | -45.1% | +65.7% | +19.9% |
| 1Y | +23.7% | -45.7% | +69.4% | +22.8% |
| All | +6.0% | +103.5% | -97.6% | -4.1% |
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