-7.4%
RDW vs PLTD
-77.2%
+69.9%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +0.4% | -5.1% | -4.5% |
| 7D | +3.6% | -0.9% | +4.5% | +2.9% |
| 30D | -18.4% | +1.3% | -19.8% | -17.6% |
| 3M | -32.1% | -32.9% | +0.8% | -45.0% |
| 6M | +10.9% | -24.9% | +35.8% | +3.1% |
| YTD | +40.8% | -18.2% | +59.0% | +44.3% |
| 1Y | +31.1% | -28.7% | +59.8% | +27.2% |
| All | -7.4% | -77.2% | +69.9% | -52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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