-71.4%
PLTD vs ADVB
-88.3%
+17.0%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -0.7% | +5.3% | +4.6% |
| 7D | +5.9% | -3.8% | +9.7% | +5.9% |
| 30D | -11.6% | +17.6% | -29.2% | -11.4% |
| 3M | -29.9% | +119.1% | -149.1% | -27.6% |
| 6M | -28.5% | +103.4% | -131.9% | -25.0% |
| YTD | -20.4% | +59.8% | -80.2% | -17.0% |
| 1Y | -33.3% | +8.5% | -41.8% | -30.6% |
| All | -71.4% | -88.3% | +17.0% | -76.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling