+78.6%
RTX vs PLTD
-78.1%
+156.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.9% | +2.4% | +0.4% |
| 7D | +1.4% | -1.6% | +3.0% | +1.4% |
| 30D | +7.8% | +18.5% | -10.6% | +9.2% |
| 3M | -9.8% | -2.4% | -7.4% | -9.8% |
| 6M | +13.5% | -34.6% | +48.1% | +10.9% |
| YTD | +10.9% | -21.4% | +32.4% | +10.7% |
| 1Y | +14.0% | -16.8% | +30.7% | +14.4% |
| All | +78.6% | -78.1% | +156.7% | +61.1% |
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