+46.6%
WAB vs PLTU
-48.7%
+95.3%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.6% | +2.4% | +1.8% |
| 7D | +4.0% | -9.2% | +13.2% | +3.9% |
| 30D | +6.3% | -37.3% | +43.6% | +5.9% |
| 3M | +3.3% | -14.7% | +18.0% | +3.4% |
| 6M | +14.5% | +17.3% | -2.8% | +16.3% |
| YTD | +42.7% | -39.4% | +82.1% | +48.2% |
| All | +46.6% | -48.7% | +95.3% | +55.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTU.
Daily Out/Under-Performance
Portfolio return minus PLTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTU 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 PLTU 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