+108.8%
PLTR vs ADVB
-96.8%
+205.6%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -23.6% | +21.5% | -1.7% |
| 7D | +4.7% | +27.8% | -23.0% | +4.2% |
| 30D | -16.4% | -50.8% | +34.4% | -16.0% |
| 3M | -6.2% | -70.5% | +64.4% | -5.4% |
| 6M | +29.2% | -46.7% | +75.9% | +26.1% |
| YTD | -5.5% | -56.7% | +51.2% | -8.5% |
| 1Y | -2.4% | -71.8% | +69.4% | -4.1% |
| All | +108.8% | -96.8% | +205.6% | +165.9% |
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 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