+67.0%
RY vs PLTU
+103.5%
-36.5%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +7.1% | -8.4% | -1.5% |
| 7D | -0.9% | -25.3% | +24.4% | -0.1% |
| 30D | +5.9% | -34.5% | +40.4% | +7.1% |
| 3M | -4.3% | -3.4% | -0.9% | -4.6% |
| 6M | +12.1% | +12.4% | -0.3% | +10.0% |
| YTD | +20.3% | -45.1% | +65.4% | +20.8% |
| 1Y | +41.0% | -45.7% | +86.7% | +41.3% |
| All | +67.0% | +103.5% | -36.5% | +50.5% |
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