+88.7%
PLTU vs RBA
-1.8%
+90.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.1% | -1.3% | +8.4% | +8.2% |
| 7D | -25.3% | +4.3% | -29.6% | -28.3% |
| 30D | -34.5% | +16.3% | -50.8% | -43.5% |
| 3M | -3.4% | +1.3% | -4.7% | -4.9% |
| 6M | +12.4% | -11.1% | +23.5% | +20.2% |
| YTD | -45.1% | -8.5% | -36.7% | -46.1% |
| 1Y | -45.7% | -2.1% | -43.6% | -51.6% |
| All | +88.7% | -1.8% | +90.5% | +72.9% |
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 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