-9.0%
RDW vs PLTU
+133.3%
-142.3%
-80.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.9% | -2.8% |
| 7D | +0.9% | -8.1% | +9.0% | +3.6% |
| 30D | -21.3% | -7.0% | -14.2% | -21.0% |
| 3M | -37.9% | +40.0% | -77.9% | -49.7% |
| 6M | +12.3% | -6.0% | +18.2% | +2.0% |
| YTD | +39.7% | -37.1% | +76.8% | +43.3% |
| 1Y | +25.7% | -33.1% | +58.8% | +21.8% |
| All | -9.0% | +133.3% | -142.3% | -53.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 3y: compounded portfolio wealth divided by compounded PLTU 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…
3y analysis · Full analysis span regression · 6 months rolling