+105.7%
PLTU vs WCC
+63.3%
+42.5%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -1.7% | -2.6% | -2.8% |
| 7D | +9.0% | +9.9% | -0.9% | +0.8% |
| 30D | -33.0% | -8.4% | -24.5% | -27.2% |
| 3M | -19.0% | -10.3% | -8.6% | -11.9% |
| 6M | +30.4% | -10.5% | +40.9% | +35.5% |
| YTD | -40.2% | +32.2% | -72.3% | -65.7% |
| 1Y | -37.8% | +25.5% | -63.3% | -61.4% |
| All | +105.7% | +63.3% | +42.5% | -24.2% |
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