-34.3%
AVTR vs PLTU
+140.2%
-174.5%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.8% | -1.6% | -2.4% |
| 7D | +1.6% | -0.8% | +2.3% | +1.6% |
| 30D | +8.4% | -8.8% | +17.2% | +8.7% |
| 3M | +50.2% | +41.7% | +8.5% | +45.8% |
| 6M | +82.6% | -9.3% | +91.9% | +80.1% |
| YTD | +29.8% | -35.2% | +65.1% | +29.4% |
| 1Y | +16.0% | -29.5% | +45.5% | +13.6% |
| All | -34.3% | +140.2% | -174.5% | -43.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling