+116.3%
PLTU vs RJF
+9.4%
+107.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-11 to 2026-09-11.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | 0.0% | +1.6% | +1.6% |
| 7D | -8.1% | -2.7% | -5.4% | -4.0% |
| 30D | -7.0% | -4.3% | -2.8% | -0.1% |
| 3M | +40.0% | +15.7% | +24.3% | +11.3% |
| 6M | -6.0% | +17.8% | -23.8% | -29.9% |
| YTD | -37.1% | +9.2% | -46.3% | -49.2% |
| 1Y | -33.1% | +2.8% | -35.9% | -39.1% |
| All | +116.3% | +9.4% | +107.0% | +50.8% |
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 2016-09-11 to 2026-09-11: 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…
2016-09-11 to 2026-09-11 analysis · Full analysis span regression · 6 months rolling