-76.1%
PLTD vs RBA
-1.5%
-74.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.3% | -1.9% | -3.8% |
| 7D | +13.7% | +4.3% | +9.5% | +15.8% |
| 30D | +18.4% | +16.3% | +2.1% | +26.9% |
| 3M | -7.5% | +1.3% | -8.8% | -6.8% |
| 6M | -31.3% | -11.1% | -20.2% | -33.9% |
| YTD | -15.4% | -8.5% | -6.9% | -15.3% |
| 1Y | -18.4% | -2.1% | -16.3% | -13.6% |
| All | -76.1% | -1.5% | -74.6% | -73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling