-26.9%
AVAV vs PLTU
+103.5%
-130.5%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +7.1% | +3.4% | +9.2% |
| 7D | -10.6% | -25.3% | +14.7% | -5.8% |
| 30D | -18.8% | -34.5% | +15.7% | -13.0% |
| 3M | -34.1% | -3.4% | -30.8% | -34.7% |
| 6M | -35.3% | +12.4% | -47.7% | -39.7% |
| YTD | -53.4% | -45.1% | -8.3% | -52.6% |
| 1Y | -65.6% | -45.7% | -20.0% | -65.3% |
| All | -26.9% | +103.5% | -130.5% | -44.4% |
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