+116.3%
PLTU vs WTW
+4.4%
+112.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -8.1% | -5.7% | -2.4% | -6.0% |
| 30D | -7.0% | -7.3% | +0.2% | -4.3% |
| 3M | +40.0% | +21.5% | +18.5% | +28.8% |
| 6M | -6.0% | +9.6% | -15.6% | -11.3% |
| YTD | -37.1% | -3.3% | -33.8% | -38.7% |
| 1Y | -33.1% | -6.1% | -27.0% | -33.5% |
| All | +116.3% | +4.4% | +112.0% | +74.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling