+68.9%
RY vs PLTU
+134.3%
-65.4%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +4.3% | -3.7% | +0.4% |
| 7D | -3.0% | -0.9% | -2.1% | -3.0% |
| 30D | +6.3% | -34.7% | +41.0% | +7.5% |
| 3M | -2.6% | -10.8% | +8.2% | -2.7% |
| 6M | +13.9% | +24.1% | -10.1% | +11.5% |
| YTD | +21.7% | -36.8% | +58.5% | +21.7% |
| 1Y | +40.4% | -47.0% | +87.4% | +41.3% |
| All | +68.9% | +134.3% | -65.4% | +51.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling