+21.7%
RSP vs PLTU
+103.5%
-81.9%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +7.1% | -7.5% | -0.7% |
| 7D | -1.0% | -25.3% | +24.3% | +0.1% |
| 30D | +2.6% | -34.5% | +37.1% | +4.2% |
| 3M | -0.8% | -3.4% | +2.6% | -1.2% |
| 6M | +6.3% | +12.4% | -6.1% | +3.9% |
| YTD | +14.1% | -45.1% | +59.3% | +14.6% |
| 1Y | +18.0% | -45.7% | +63.7% | +18.1% |
| All | +21.7% | +103.5% | -81.9% | +5.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling