-18.4%
PLTD vs ADVB
-77.7%
+59.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.2% | -7.4% | -3.1% |
| 7D | +13.7% | -13.9% | +27.7% | +13.6% |
| 30D | +18.4% | -68.1% | +86.6% | +18.1% |
| 3M | -7.5% | -73.4% | +65.9% | -7.7% |
| 6M | -31.3% | -70.8% | +39.5% | -29.4% |
| YTD | -15.4% | -66.1% | +50.7% | -11.3% |
| 1Y | -18.4% | -77.5% | +59.1% | -18.0% |
| All | -18.4% | -77.7% | +59.2% | -18.0% |
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