+117.2%
PLTU vs RRC
+54.1%
+63.1%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +1.3% | +3.0% | +3.6% |
| 7D | -0.9% | -0.5% | -0.5% | -0.4% |
| 30D | -34.7% | +25.2% | -59.9% | -42.9% |
| 3M | -10.8% | +27.8% | -38.6% | -23.4% |
| 6M | +24.1% | +27.2% | -3.2% | +5.3% |
| YTD | -36.8% | +48.2% | -85.0% | -54.1% |
| 1Y | -47.0% | +34.7% | -81.7% | -58.0% |
| All | +117.2% | +54.1% | +63.1% | +72.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling