+565.8%
PLTR vs RMD
-21.0%
+586.8%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -0.8% |
| 7D | -5.3% | -4.5% | -0.9% | -3.3% |
| 30D | -1.0% | +4.6% | -5.6% | -3.2% |
| 3M | +24.8% | +14.8% | +10.0% | +16.1% |
| 6M | +8.4% | -12.1% | +20.4% | +14.5% |
| YTD | -4.2% | -7.5% | +3.3% | -2.1% |
| 1Y | +9.1% | -20.1% | +29.2% | +19.9% |
| 3Y | +1,025.6% | +53.9% | +971.7% | +660.2% |
| 5Y | +565.8% | -22.2% | +588.0% | +607.2% |
| All | +565.8% | -21.0% | +586.8% | +607.2% |
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