-14.0%
PLTD vs ADVB
-74.4%
+60.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +3.5% | -9.0% | -5.5% |
| 7D | +4.2% | -1.2% | +5.4% | +4.3% |
| 30D | +20.8% | -61.4% | +82.2% | +20.5% |
| 3M | -2.6% | -67.8% | +65.3% | -2.8% |
| 6M | -33.1% | -66.9% | +33.8% | -31.1% |
| YTD | -20.0% | -64.9% | +44.9% | -16.0% |
| All | -14.0% | -74.4% | +60.3% | -12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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