+113.0%
PLTU vs RJF
+9.4%
+103.6%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -2.6% |
| 7D | -17.7% | -4.2% | -13.5% | -11.8% |
| 30D | -12.5% | -3.6% | -8.9% | -7.0% |
| 3M | +39.5% | +15.6% | +23.8% | +11.0% |
| 6M | -7.0% | +17.6% | -24.6% | -30.4% |
| YTD | -38.1% | +9.2% | -47.3% | -50.0% |
| 1Y | -36.0% | +5.5% | -41.5% | -45.5% |
| All | +113.0% | +9.4% | +103.6% | +48.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling