+76.8%
RTX vs PLTU
+154.0%
-77.2%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -9.0% | +8.4% | -0.3% |
| 7D | -5.2% | -13.6% | +8.4% | -4.7% |
| 30D | -9.4% | +16.7% | -26.0% | -10.1% |
| 3M | +12.3% | +29.6% | -17.3% | +10.2% |
| 6M | -3.1% | -0.1% | -3.0% | -4.5% |
| YTD | +10.7% | -31.5% | +42.2% | +10.4% |
| 1Y | +28.4% | -19.7% | +48.1% | +26.4% |
| All | +76.8% | +154.0% | -77.2% | +58.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling