-33.6%
AVTR vs PLTD
-77.8%
+44.3%
-67.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.6% | -6.1% | -1.0% |
| 7D | +2.7% | +5.9% | -3.3% | +3.4% |
| 30D | +12.1% | -11.6% | +23.7% | +10.9% |
| 3M | +57.2% | -29.9% | +87.2% | +53.6% |
| 6M | +73.1% | -28.5% | +101.6% | +70.1% |
| YTD | +30.6% | -20.4% | +51.0% | +30.0% |
| 1Y | +13.5% | -33.3% | +46.8% | +10.6% |
| All | -33.6% | -77.8% | +44.3% | -42.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling