+122.7%
PLTU vs WTW
+3.7%
+119.0%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.6% | +2.8% | +0.6% |
| 7D | -0.8% | -7.1% | +6.3% | +2.3% |
| 30D | -8.8% | -8.5% | -0.3% | -5.6% |
| 3M | +41.7% | +20.6% | +21.1% | +30.7% |
| 6M | -9.3% | +7.2% | -16.5% | -13.6% |
| YTD | -35.2% | -3.9% | -31.4% | -36.7% |
| 1Y | -29.5% | -3.6% | -25.9% | -31.4% |
| All | +122.7% | +3.7% | +119.0% | +80.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling