+13.5%
AVTR vs PLTU
-18.5%
+32.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -9.0% | +7.6% | -1.1% |
| 7D | +2.7% | -13.6% | +16.3% | +3.1% |
| 30D | +12.1% | +16.7% | -4.6% | +11.3% |
| 3M | +57.2% | +29.6% | +27.7% | +55.3% |
| 6M | +73.1% | -0.1% | +73.2% | +70.4% |
| YTD | +30.6% | -31.5% | +62.1% | +26.3% |
| 1Y | +13.5% | -19.7% | +33.2% | +14.4% |
| All | +13.5% | -18.5% | +32.0% | +14.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling