-0.9%
RMD vs PLTU
+131.7%
-132.5%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.5% |
| 7D | +0.1% | +21.9% | -21.8% | -0.5% |
| 30D | +1.9% | -35.3% | +37.2% | +3.0% |
| 3M | +6.3% | -7.7% | +14.0% | +6.3% |
| 6M | +18.2% | +24.2% | -6.0% | +16.2% |
| YTD | +0.3% | -37.5% | +37.8% | -0.2% |
| 1Y | -4.3% | -43.6% | +39.3% | -4.5% |
| All | -0.9% | +131.7% | -132.5% | -11.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling