-3.0%
RRX vs PLTU
+133.3%
-136.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +1.6% | +2.1% | +3.6% |
| 7D | -0.3% | -8.1% | +7.8% | 0.0% |
| 30D | -6.1% | -7.0% | +0.9% | -6.1% |
| 3M | -23.1% | +40.0% | -63.1% | -24.7% |
| 6M | -19.5% | -6.0% | -13.6% | -20.5% |
| YTD | +16.1% | -37.1% | +53.2% | +16.9% |
| 1Y | +12.9% | -33.1% | +46.1% | +11.9% |
| All | -3.0% | +133.3% | -136.3% | -22.7% |
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