+124.5%
PLTU vs RJF
+11.3%
+113.2%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -1.0% | -3.7% | -3.2% |
| 7D | -11.6% | +1.8% | -13.3% | -13.6% |
| 30D | -4.6% | 0.0% | -4.6% | -4.2% |
| 3M | +33.7% | +18.0% | +15.8% | +3.0% |
| 6M | -9.4% | +17.0% | -26.4% | -31.2% |
| YTD | -34.7% | +11.1% | -45.8% | -48.7% |
| 1Y | -23.2% | +8.0% | -31.2% | -37.2% |
| All | +124.5% | +11.3% | +113.2% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded RJF 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling