+362.2%
RVMD vs PLTD
-77.2%
+439.4%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.2% |
| 7D | -0.7% | -0.9% | +0.2% | -0.8% |
| 30D | +0.3% | +1.3% | -1.0% | +0.8% |
| 3M | +38.9% | -32.9% | +71.7% | +31.3% |
| 6M | +108.1% | -24.9% | +133.0% | +102.9% |
| YTD | +160.7% | -18.2% | +179.0% | +160.4% |
| 1Y | +407.3% | -28.7% | +436.0% | +394.5% |
| All | +362.2% | -77.2% | +439.4% | +267.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling