+68.0%
RY vs PLTU
+124.7%
-56.7%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +10.4% | -9.8% | +0.3% |
| 7D | -0.6% | -9.2% | +8.6% | -0.4% |
| 30D | +6.1% | -37.3% | +43.5% | +7.5% |
| 3M | -3.4% | -14.7% | +11.3% | -3.3% |
| 6M | +12.8% | +17.3% | -4.5% | +10.6% |
| YTD | +21.0% | -39.4% | +60.4% | +21.2% |
| 1Y | +40.5% | -50.6% | +91.0% | +41.7% |
| All | +68.0% | +124.7% | -56.7% | +51.0% |
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 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