-31.0%
AVTR vs PLTD
-77.5%
+46.5%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -0.3% |
| 7D | +0.5% | -4.8% | +5.2% | 0.0% |
| 30D | -1.0% | +16.9% | -17.9% | +0.8% |
| 3M | +12.2% | +2.6% | +9.6% | +13.0% |
| 6M | +97.5% | -36.2% | +133.7% | +91.7% |
| YTD | +35.6% | -19.4% | +55.0% | +35.5% |
| 1Y | +32.8% | -22.5% | +55.3% | +32.4% |
| All | -31.0% | -77.5% | +46.5% | -40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling