+76.4%
RTX vs PLTD
-77.3%
+153.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +2.3% | -3.3% | -0.8% |
| 7D | -3.1% | +4.5% | -7.6% | -2.7% |
| 30D | -10.6% | -0.7% | -9.8% | -10.5% |
| 3M | +11.6% | -31.0% | +42.7% | +9.4% |
| 6M | -4.5% | -24.8% | +20.3% | -5.4% |
| YTD | +9.6% | -18.6% | +28.1% | +9.6% |
| 1Y | +30.8% | -31.8% | +62.6% | +29.3% |
| All | +76.4% | -77.3% | +153.7% | +59.5% |
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 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