+13.2%
GWW vs PLTU
+142.1%
-128.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.7% | +2.0% | -2.6% |
| 7D | -1.5% | -11.6% | +10.1% | -1.4% |
| 30D | +1.1% | -4.6% | +5.7% | +1.1% |
| 3M | -1.0% | +33.7% | -34.7% | -1.2% |
| 6M | +16.3% | -9.4% | +25.7% | +16.8% |
| YTD | +28.5% | -34.7% | +63.2% | +29.8% |
| 1Y | +30.3% | -23.2% | +53.5% | +30.2% |
| All | +13.2% | +142.1% | -128.9% | +5.9% |
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