+135.5%
PLTU vs WCC
+78.1%
+57.4%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | +3.9% | -12.9% | -12.3% |
| 7D | -13.6% | +4.5% | -18.1% | -16.9% |
| 30D | +16.7% | -5.8% | +22.5% | +21.5% |
| 3M | +29.6% | -3.7% | +33.2% | +29.4% |
| 6M | -0.1% | +23.1% | -23.2% | -30.7% |
| YTD | -31.5% | +44.2% | -75.7% | -63.4% |
| 1Y | -19.7% | +62.1% | -81.8% | -65.3% |
| All | +135.5% | +78.1% | +57.4% | -19.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling