+82.3%
RIO vs PLTD
-77.2%
+159.6%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | +1.0% | -0.9% | +1.9% | +0.9% |
| 30D | +4.0% | +1.3% | +2.7% | +4.2% |
| 3M | +4.5% | -32.9% | +37.4% | +1.7% |
| 6M | +17.3% | -24.9% | +42.2% | +15.9% |
| YTD | +36.2% | -18.2% | +54.4% | +35.6% |
| 1Y | +76.1% | -28.7% | +104.9% | +74.1% |
| All | +82.3% | -77.2% | +159.6% | +65.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling