+75.1%
RTX vs PLTU
+142.1%
-67.1%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.7% | +3.7% | -0.8% |
| 7D | -3.1% | -11.6% | +8.5% | -2.7% |
| 30D | -10.6% | -4.6% | -5.9% | -10.5% |
| 3M | +11.6% | +33.7% | -22.1% | +9.4% |
| 6M | -4.5% | -9.4% | +4.9% | -5.5% |
| YTD | +9.6% | -34.7% | +44.3% | +9.5% |
| 1Y | +30.8% | -23.2% | +54.1% | +29.0% |
| All | +75.1% | +142.1% | -67.1% | +57.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling