+7.2%
RSG vs PLTD
-76.7%
+83.9%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.3% | -2.9% | -0.6% |
| 7D | -1.8% | +9.9% | -11.7% | -1.8% |
| 30D | +2.8% | +3.8% | -1.0% | +2.8% |
| 3M | +4.3% | -32.3% | +36.6% | +4.4% |
| 6M | -0.5% | -25.9% | +25.3% | -0.4% |
| YTD | +5.2% | -16.4% | +21.6% | +5.5% |
| 1Y | -2.1% | -25.2% | +23.0% | -2.2% |
| All | +7.2% | -76.7% | +83.9% | +2.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling