-69.6%
PLTD vs ADVB
-97.5%
+28.0%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.2% | -7.4% | -3.1% |
| 7D | +13.7% | -13.9% | +27.7% | +13.5% |
| 30D | +18.4% | -68.1% | +86.6% | +17.2% |
| 3M | -7.5% | -73.4% | +65.9% | -8.4% |
| 6M | -31.3% | -70.8% | +39.5% | -30.4% |
| YTD | -15.4% | -66.1% | +50.7% | -13.0% |
| 1Y | -18.4% | -77.5% | +59.1% | -17.2% |
| All | -69.6% | -97.5% | +28.0% | -75.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling