+12.3%
GWW vs PLTU
+140.2%
-127.9%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.8% |
| 7D | -0.5% | -0.8% | +0.3% | -0.5% |
| 30D | -1.4% | -8.8% | +7.4% | -1.4% |
| 3M | -3.6% | +41.7% | -45.3% | -4.0% |
| 6M | +15.1% | -9.3% | +24.4% | +15.6% |
| YTD | +27.5% | -35.2% | +62.7% | +28.7% |
| 1Y | +29.6% | -29.5% | +59.1% | +30.0% |
| All | +12.3% | +140.2% | -127.9% | +5.1% |
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