+18.0%
AVTR vs PLTD
-25.5%
+43.5%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.3% | -2.3% | +0.2% |
| 7D | -2.0% | +9.9% | -11.9% | -1.3% |
| 30D | +8.1% | +3.8% | +4.2% | +8.5% |
| 3M | +54.2% | -32.3% | +86.5% | +51.6% |
| 6M | +82.6% | -25.9% | +108.4% | +80.5% |
| YTD | +29.8% | -16.4% | +46.2% | +26.5% |
| 1Y | +18.0% | -25.2% | +43.2% | +19.1% |
| All | +18.0% | -25.5% | +43.5% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 1y: compounded portfolio wealth divided by compounded PLTD 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…
1y analysis · Full analysis span regression · 6 months rolling