-14.0%
PLTD vs RBA
-4.2%
-9.9%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +2.4% | -7.9% | -4.8% |
| 7D | +4.2% | +2.5% | +1.7% | +5.0% |
| 30D | +20.8% | +11.6% | +9.3% | +24.5% |
| 3M | -2.6% | +1.5% | -4.1% | -2.1% |
| 6M | -33.1% | -6.6% | -26.5% | -32.9% |
| YTD | -20.0% | -6.3% | -13.8% | -15.2% |
| All | -14.0% | -4.2% | -9.9% | -6.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 1y: compounded portfolio wealth divided by compounded RBA 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…
1y analysis · Full analysis span regression · 6 months rolling