-2.1%
RRX vs PLTU
+142.1%
-144.3%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -4.7% | +5.2% | +0.7% |
| 7D | +4.3% | -11.6% | +15.9% | +4.7% |
| 30D | -8.0% | -4.6% | -3.4% | -8.0% |
| 3M | -22.0% | +33.7% | -55.7% | -23.5% |
| 6M | -11.9% | -9.4% | -2.5% | -12.7% |
| YTD | +17.1% | -34.7% | +51.8% | +17.7% |
| 1Y | +14.9% | -23.2% | +38.1% | +12.8% |
| All | -2.1% | +142.1% | -144.3% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling