+105.7%
PLTU vs RBA
-0.1%
+105.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | +0.9% | -5.2% | -5.0% |
| 7D | +9.0% | +1.7% | +7.3% | +7.5% |
| 30D | -33.0% | +8.3% | -41.3% | -38.1% |
| 3M | -19.0% | +10.5% | -29.5% | -26.6% |
| 6M | +30.4% | -5.9% | +36.3% | +31.4% |
| YTD | -40.2% | -6.9% | -33.3% | -42.0% |
| 1Y | -37.8% | -4.9% | -32.9% | -41.4% |
| All | +105.7% | -0.1% | +105.8% | +86.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling