-50.3%
PLTU vs RBA
-4.2%
-46.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.4% | +8.7% | +9.8% |
| 7D | -11.7% | +2.5% | -14.2% | -12.9% |
| 30D | -36.9% | +11.6% | -48.5% | -40.9% |
| 3M | -10.9% | +1.5% | -12.4% | -11.6% |
| 6M | +18.0% | -6.6% | +24.6% | +18.8% |
| YTD | -39.0% | -6.3% | -32.8% | -45.0% |
| All | -50.3% | -4.2% | -46.1% | -56.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling