+8.5%
RRX vs PLTD
-78.1%
+86.7%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.7% | +2.8% | +0.9% |
| 7D | +5.4% | -1.6% | +6.9% | +5.4% |
| 30D | +12.0% | +18.5% | -6.5% | +13.8% |
| 3M | +6.1% | -2.4% | +8.6% | +6.4% |
| 6M | -13.2% | -34.6% | +21.4% | -14.9% |
| YTD | +31.0% | -21.4% | +52.4% | +32.0% |
| 1Y | +38.8% | -16.8% | +55.5% | +41.4% |
| All | +8.5% | -78.1% | +86.7% | -12.7% |
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