-1.1%
RMD vs PLTD
-77.7%
+76.6%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.5% | +5.7% | -0.1% |
| 7D | +1.2% | +4.2% | -3.0% | +1.5% |
| 30D | +2.5% | +20.8% | -18.4% | +3.7% |
| 3M | +11.5% | -2.6% | +14.1% | +11.8% |
| 6M | +14.7% | -33.1% | +47.8% | +13.0% |
| YTD | -1.3% | -20.0% | +18.7% | -1.6% |
| 1Y | -5.3% | -21.6% | +16.4% | -5.6% |
| All | -1.1% | -77.7% | +76.6% | -11.1% |
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