+117.2%
PLTU vs RBA
+0.5%
+116.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | -0.5% | +4.8% | +4.7% |
| 7D | -0.9% | +0.6% | -1.5% | -1.3% |
| 30D | -34.7% | +9.0% | -43.7% | -39.9% |
| 3M | -10.8% | +7.2% | -17.9% | -16.6% |
| 6M | +24.1% | -7.8% | +31.8% | +28.5% |
| YTD | -36.8% | -6.4% | -30.5% | -39.0% |
| 1Y | -47.0% | -4.2% | -42.8% | -50.4% |
| All | +117.2% | +0.5% | +116.8% | +95.5% |
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