-68.6%
PLTD vs ADVB
-97.6%
+29.1%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -9.5% | +19.0% | +9.4% |
| 7D | +25.1% | -28.0% | +53.1% | +24.6% |
| 30D | +21.0% | -70.2% | +91.2% | +19.7% |
| 3M | -2.9% | -76.1% | +73.1% | -4.1% |
| 6M | -27.8% | -72.3% | +44.5% | -26.9% |
| YTD | -12.6% | -67.5% | +54.9% | -10.2% |
| 1Y | -9.8% | -78.6% | +68.7% | -8.5% |
| All | -68.6% | -97.6% | +29.1% | -74.9% |
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