+1,684.5%
PLTR vs RMD
+34.0%
+1,650.6%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.5% | 0.0% | -0.2% |
| 7D | 0.0% | -4.7% | +4.8% | +2.2% |
| 30D | -3.3% | +0.2% | -3.5% | -3.4% |
| 3M | +28.4% | +12.0% | +16.4% | +21.6% |
| 6M | +8.4% | -12.5% | +20.9% | +14.1% |
| YTD | -4.6% | -7.9% | +3.3% | -2.5% |
| 1Y | +4.4% | -20.4% | +24.8% | +13.9% |
| 3Y | +1,020.5% | +53.1% | +967.4% | +712.7% |
| 5Y | +548.8% | -22.1% | +570.9% | +518.5% |
| All | +1,684.5% | +34.0% | +1,650.6% | +1,568.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 10y: compounded portfolio wealth divided by compounded RMD 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…
10y analysis · Full analysis span regression · 6 months rolling