+39.6%
RIG vs PLTU
+140.2%
-100.6%
-50.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.8% |
| 7D | -8.2% | -0.8% | -7.4% | -8.3% |
| 30D | -0.2% | -8.8% | +8.6% | +0.2% |
| 3M | -2.7% | +41.7% | -44.4% | -8.1% |
| 6M | -7.5% | -9.3% | +1.8% | -9.6% |
| YTD | +38.3% | -35.2% | +73.5% | +38.4% |
| 1Y | +81.8% | -29.5% | +111.3% | +77.0% |
| All | +39.6% | +140.2% | -100.6% | +14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling