+113.0%
PLTU vs WCC
+74.3%
+38.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.2% | -1.1% | -1.6% |
| 7D | -17.7% | +1.7% | -19.4% | -19.3% |
| 30D | -12.5% | -6.1% | -6.5% | -8.5% |
| 3M | +39.5% | +3.1% | +36.4% | +29.6% |
| 6M | -7.0% | +28.2% | -35.2% | -38.8% |
| YTD | -38.1% | +41.1% | -79.2% | -66.4% |
| 1Y | -36.0% | +61.3% | -97.3% | -72.5% |
| All | +113.0% | +74.3% | +38.7% | -25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 10y: compounded portfolio wealth divided by compounded WCC 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…
10y analysis · Full analysis span regression · 6 months rolling