-6.3%
AVAV vs PLTU
+154.0%
-160.3%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -9.0% | +7.3% | -0.1% |
| 7D | -2.2% | -13.6% | +11.4% | -0.1% |
| 30D | -13.9% | +16.7% | -30.6% | -16.9% |
| 3M | -29.2% | +29.6% | -58.8% | -34.8% |
| 6M | -36.1% | -0.1% | -36.0% | -39.6% |
| YTD | -40.2% | -31.5% | -8.7% | -41.1% |
| 1Y | -36.2% | -19.7% | -16.5% | -39.2% |
| All | -6.3% | +154.0% | -160.3% | -30.9% |
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 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