+40.4%
RY vs PLTU
-46.5%
+87.0%
-12.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | +0.5% |
| 7D | -3.0% | -0.9% | -2.1% | -3.0% |
| 30D | +6.3% | -34.7% | +41.0% | +6.7% |
| 3M | -2.6% | -10.8% | +8.2% | -2.6% |
| 6M | +13.9% | +24.1% | -10.1% | +13.0% |
| YTD | +21.7% | -36.8% | +58.5% | +23.5% |
| 1Y | +40.4% | -47.0% | +87.4% | +44.0% |
| All | +40.4% | -46.5% | +87.0% | +44.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling