-7.3%
RMD vs PLTD
-77.3%
+70.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +2.3% | -5.5% | -3.1% |
| 7D | -4.5% | +4.5% | -9.0% | -4.2% |
| 30D | +4.6% | -0.7% | +5.3% | +4.7% |
| 3M | +14.8% | -31.0% | +45.8% | +13.1% |
| 6M | -12.1% | -24.8% | +12.8% | -12.9% |
| YTD | -7.5% | -18.6% | +11.1% | -7.9% |
| 1Y | -20.1% | -31.8% | +11.7% | -21.2% |
| All | -7.3% | -77.3% | +70.0% | -16.8% |
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