+597.7%
PLTR vs RMD
-6.0%
+603.7%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +0.2% | +5.3% | +5.4% |
| 7D | -5.1% | +1.2% | -6.3% | -5.8% |
| 30D | -19.1% | +2.5% | -21.5% | -20.2% |
| 3M | -1.6% | +11.5% | -13.2% | -7.0% |
| 6M | +22.8% | +14.7% | +8.1% | +13.3% |
| YTD | -4.8% | -1.3% | -3.5% | -6.0% |
| 1Y | -4.9% | -5.3% | +0.4% | -4.3% |
| 3Y | +826.1% | +68.8% | +757.4% | +494.6% |
| 5Y | +597.7% | -5.9% | +603.6% | +538.2% |
| All | +597.7% | -6.0% | +603.7% | +538.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling