+46.9%
RMBS vs PLTD
-76.7%
+123.6%
-51.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.3% | -4.9% | -1.9% |
| 7D | +1.2% | +9.9% | -8.7% | +4.2% |
| 30D | -11.5% | +3.8% | -15.3% | -10.3% |
| 3M | -38.2% | -32.3% | -5.9% | -43.7% |
| 6M | -4.8% | -25.9% | +21.1% | -9.7% |
| YTD | -7.1% | -16.4% | +9.3% | -7.2% |
| 1Y | +10.7% | -25.2% | +35.8% | +8.9% |
| All | +46.9% | -76.7% | +123.6% | -1.2% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling