+69.1%
RY vs PLTU
+90.0%
-20.9%
-13.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -19.6% | +16.8% | -2.2% |
| 7D | -1.1% | -39.1% | +38.0% | +0.4% |
| 30D | +4.4% | -37.6% | +42.0% | +5.8% |
| 3M | -2.9% | -12.7% | +9.8% | -3.0% |
| 6M | +15.6% | +1.7% | +13.8% | +13.9% |
| YTD | +21.8% | -48.8% | +70.6% | +22.7% |
| 1Y | +42.6% | -56.2% | +98.7% | +44.1% |
| All | +69.1% | +90.0% | -20.9% | +52.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling