+122.7%
PLTU vs RRC
+23.7%
+99.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.4% | -0.4% | -0.6% |
| 7D | -0.8% | -1.7% | +1.0% | +0.4% |
| 30D | -8.8% | +3.6% | -12.4% | -10.9% |
| 3M | +41.7% | +8.8% | +32.8% | +31.2% |
| 6M | -9.3% | +0.8% | -10.1% | -11.6% |
| YTD | -35.2% | +19.0% | -54.2% | -46.1% |
| 1Y | -29.5% | +22.9% | -52.4% | -45.3% |
| All | +122.7% | +23.7% | +99.0% | +101.9% |
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