-32.3%
AVTR vs PLTD
-77.3%
+45.0%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.3% | -0.4% | +2.1% |
| 7D | +7.4% | +4.5% | +2.9% | +8.0% |
| 30D | +12.2% | -0.7% | +13.0% | +12.3% |
| 3M | +57.4% | -31.0% | +88.4% | +53.3% |
| 6M | +86.7% | -24.8% | +111.5% | +84.4% |
| YTD | +33.1% | -18.6% | +51.6% | +32.7% |
| 1Y | +16.1% | -31.8% | +47.9% | +13.5% |
| All | -32.3% | -77.3% | +45.0% | -41.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling