+160.6%
WBD vs PLTU
+129.7%
+30.9%
-38.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.4% | +5.4% | +1.4% |
| 7D | -0.6% | -17.7% | +17.1% | +1.0% |
| 30D | +4.2% | -12.5% | +16.7% | +4.9% |
| 3M | +7.5% | +39.5% | -32.0% | +1.7% |
| 6M | +1.6% | -7.0% | +8.6% | -1.2% |
| YTD | -2.2% | -38.1% | +35.9% | -1.0% |
| 1Y | +124.9% | -36.0% | +160.9% | +121.9% |
| All | +160.6% | +129.7% | +30.9% | +94.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling