+69.6%
RL vs PLTU
+103.5%
-33.9%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +7.1% | -8.5% | -1.9% |
| 7D | -4.2% | -25.3% | +21.2% | -2.0% |
| 30D | +4.3% | -34.5% | +38.8% | +7.4% |
| 3M | -4.6% | -3.4% | -1.2% | -5.3% |
| 6M | +1.7% | +12.4% | -10.7% | -2.7% |
| YTD | +7.3% | -45.1% | +52.5% | +8.9% |
| 1Y | +20.8% | -45.7% | +66.5% | +21.6% |
| All | +69.6% | +103.5% | -33.9% | +30.9% |
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