+1,735.1%
PLTR vs RMD
+39.1%
+1,696.0%
-84.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.4% | -4.1% | -4.3% |
| 7D | -6.4% | -5.0% | -1.4% | -4.3% |
| 30D | +10.0% | +2.2% | +7.8% | +8.6% |
| 3M | +23.0% | +17.8% | +5.2% | +13.9% |
| 6M | +13.8% | -11.3% | +25.1% | +19.2% |
| YTD | -1.9% | -4.4% | +2.5% | -1.4% |
| 1Y | +11.6% | -15.7% | +27.4% | +18.6% |
| 3Y | +1,048.4% | +47.7% | +1,000.7% | +756.7% |
| 5Y | +554.4% | -19.2% | +573.6% | +513.7% |
| All | +1,735.1% | +39.1% | +1,696.0% | +1,587.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling