+124.5%
PLTU vs WCC
+82.5%
+42.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +2.5% | -7.2% | -6.8% |
| 7D | -11.6% | +8.5% | -20.1% | -17.9% |
| 30D | -4.6% | -1.0% | -3.6% | -4.6% |
| 3M | +33.7% | +2.1% | +31.6% | +26.0% |
| 6M | -9.4% | +36.8% | -46.2% | -44.1% |
| YTD | -34.7% | +47.7% | -82.4% | -65.9% |
| 1Y | -23.2% | +66.5% | -89.7% | -67.6% |
| All | +124.5% | +82.5% | +42.0% | -24.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling