+74.9%
RTX vs PLTU
+121.9%
-47.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.2% | +4.3% | +0.3% |
| 7D | +4.8% | +9.0% | -4.3% | +4.4% |
| 30D | +6.5% | -33.0% | +39.5% | +7.7% |
| 3M | -9.6% | -19.0% | +9.3% | -9.4% |
| 6M | +12.3% | +30.4% | -18.1% | +9.4% |
| YTD | +9.5% | -40.2% | +49.6% | +9.2% |
| 1Y | +15.8% | -37.8% | +53.6% | +15.2% |
| All | +74.9% | +121.9% | -47.1% | +57.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling