+361.4%
RVMD vs PLTD
-77.3%
+438.7%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.3% | -3.6% | -0.9% |
| 7D | -1.2% | +4.5% | -5.8% | -0.3% |
| 30D | +1.1% | -0.7% | +1.8% | +1.1% |
| 3M | +39.6% | -31.0% | +70.7% | +32.7% |
| 6M | +110.7% | -24.8% | +135.5% | +105.4% |
| YTD | +160.3% | -18.6% | +178.8% | +159.8% |
| 1Y | +404.9% | -31.8% | +436.7% | +387.5% |
| All | +361.4% | -77.3% | +438.7% | +266.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling