+45.8%
RIO vs PLTU
+134.3%
-88.5%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.3% | -3.7% | +0.3% |
| 7D | +0.5% | -0.9% | +1.4% | +0.4% |
| 30D | -9.9% | -34.7% | +24.8% | -8.4% |
| 3M | -14.0% | -10.8% | -3.2% | -14.1% |
| 6M | -19.5% | +24.1% | -43.6% | -21.7% |
| YTD | +11.5% | -36.8% | +48.4% | +10.7% |
| 1Y | +26.9% | -47.0% | +73.9% | +26.6% |
| All | +45.8% | +134.3% | -88.5% | +31.5% |
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