-1.3%
RMD vs PLTD
-76.4%
+75.1%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.2% | +1.5% | -1.9% |
| 7D | +2.3% | +13.7% | -11.4% | +3.1% |
| 30D | +4.1% | +18.4% | -14.3% | +5.3% |
| 3M | +5.7% | -7.5% | +13.2% | +5.7% |
| 6M | +12.9% | -31.3% | +44.2% | +11.4% |
| YTD | -1.5% | -15.4% | +13.9% | -1.5% |
| 1Y | -4.8% | -18.4% | +13.7% | -4.8% |
| All | -1.3% | -76.4% | +75.1% | -11.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling