+113.0%
PLTU vs RRC
+24.1%
+88.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.3% | -4.7% | -4.6% |
| 7D | -17.7% | -1.2% | -16.6% | -17.1% |
| 30D | -12.5% | +3.0% | -15.5% | -14.2% |
| 3M | +39.5% | +7.3% | +32.2% | +30.7% |
| 6M | -7.0% | +3.6% | -10.5% | -11.4% |
| YTD | -38.1% | +19.4% | -57.4% | -48.6% |
| 1Y | -36.0% | +21.4% | -57.4% | -49.6% |
| All | +113.0% | +24.1% | +88.8% | +92.7% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling