+135.5%
PLTU vs RBA
-12.3%
+147.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +0.3% | -9.3% | -9.3% |
| 7D | -13.6% | -2.9% | -10.7% | -11.0% |
| 30D | +16.7% | -12.3% | +29.0% | +32.5% |
| 3M | +29.6% | -20.5% | +50.1% | +54.5% |
| 6M | -0.1% | -18.5% | +18.4% | +13.5% |
| YTD | -31.5% | -18.2% | -13.3% | -24.6% |
| 1Y | -19.7% | -27.5% | +7.8% | +7.8% |
| All | +135.5% | -12.3% | +147.8% | +141.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling