+135.5%
PLTU vs RJF
+12.4%
+123.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -1.6% | -7.5% | -6.6% |
| 7D | -13.6% | -0.6% | -13.0% | -12.4% |
| 30D | +16.7% | -1.3% | +17.9% | +18.9% |
| 3M | +29.6% | +18.9% | +10.7% | -1.6% |
| 6M | -0.1% | +15.0% | -15.1% | -22.0% |
| YTD | -31.5% | +12.2% | -43.7% | -47.0% |
| 1Y | -19.7% | +5.6% | -25.4% | -30.3% |
| All | +135.5% | +12.4% | +123.1% | +57.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling