-19.7%
PLTU vs WTW
+3.0%
-22.7%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.0% | -2.1% | -6.9% | -8.5% |
| 7D | -13.6% | -2.6% | -11.0% | -13.0% |
| 30D | +16.7% | -1.0% | +17.7% | +17.0% |
| 3M | +29.6% | +29.9% | -0.4% | +21.2% |
| 6M | -0.1% | +10.7% | -10.8% | -6.8% |
| YTD | -31.5% | +2.6% | -34.1% | -39.0% |
| 1Y | -19.7% | +2.8% | -22.5% | -24.1% |
| All | -19.7% | +3.0% | -22.7% | -24.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 1y: compounded portfolio wealth divided by compounded WTW 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…
1y analysis · Full analysis span regression · 6 months rolling