-31.1%
AVTR vs PLTU
+131.7%
-162.7%
-67.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.6% |
| 7D | +3.2% | +21.9% | -18.7% | +2.0% |
| 30D | +0.5% | -35.3% | +35.7% | +2.5% |
| 3M | +12.1% | -7.7% | +19.8% | +12.0% |
| 6M | +91.2% | +24.2% | +66.9% | +85.7% |
| YTD | +36.3% | -37.5% | +73.8% | +35.6% |
| 1Y | +35.2% | -43.6% | +78.8% | +34.9% |
| All | -31.1% | +131.7% | -162.7% | -40.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling