+108.7%
PLTU vs ADVB
-95.9%
+204.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +42.7% | -43.8% | -2.5% |
| 7D | +21.9% | +74.2% | -52.3% | +19.4% |
| 30D | -35.3% | -35.9% | +0.6% | -35.0% |
| 3M | -7.7% | -56.4% | +48.7% | -7.0% |
| 6M | +24.2% | -36.7% | +61.0% | +18.2% |
| YTD | -37.5% | -43.3% | +5.8% | -41.8% |
| 1Y | -43.6% | -63.4% | +19.8% | -45.8% |
| All | +108.7% | -95.9% | +204.5% | +242.1% |
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