+128.8%
PLTU vs ADVB
-88.3%
+217.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -0.7% | -8.3% | -9.0% |
| 7D | -13.6% | -3.8% | -9.8% | -13.5% |
| 30D | +16.7% | +17.6% | -0.9% | +16.1% |
| 3M | +29.6% | +119.1% | -89.6% | +20.8% |
| 6M | -0.1% | +103.4% | -103.5% | -9.9% |
| YTD | -31.5% | +59.8% | -91.4% | -37.0% |
| 1Y | -19.7% | +8.5% | -28.3% | -25.8% |
| All | +128.8% | -88.3% | +217.1% | +270.4% |
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