+114.8%
PLTU vs WCC
+66.0%
+48.8%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | 0.0% | -1.1% | -1.1% |
| 7D | +21.9% | +14.2% | +7.7% | +9.2% |
| 30D | -35.3% | -9.8% | -25.4% | -28.8% |
| 3M | -7.7% | -10.1% | +2.4% | +0.1% |
| 6M | +24.2% | -9.4% | +33.6% | +27.9% |
| YTD | -37.5% | +34.4% | -71.9% | -64.7% |
| 1Y | -43.6% | +23.3% | -66.8% | -63.5% |
| All | +114.8% | +66.0% | +48.8% | -22.0% |
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