+14.7%
RTX vs PLTD
-16.1%
+30.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.4% | -5.0% | -2.5% |
| 7D | +1.3% | +14.4% | -13.1% | +1.9% |
| 30D | +7.6% | +8.6% | -1.0% | +8.0% |
| 3M | -8.6% | -9.2% | +0.6% | -9.2% |
| 6M | +15.6% | -29.5% | +45.1% | +13.9% |
| YTD | +9.4% | -20.2% | +29.6% | +10.6% |
| 1Y | +14.7% | -16.5% | +31.2% | +17.5% |
| All | +14.7% | -16.1% | +30.8% | +17.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling