+491.9%
WDC vs PLTU
+131.7%
+360.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.1% | +0.4% | -0.5% |
| 7D | +16.3% | +21.9% | -5.6% | +13.1% |
| 30D | -18.3% | -35.3% | +17.0% | -13.4% |
| 3M | -31.4% | -7.7% | -23.7% | -31.0% |
| 6M | -36.3% | +24.2% | -60.5% | -40.6% |
| YTD | +80.8% | -37.5% | +118.4% | +82.7% |
| 1Y | +87.7% | -43.6% | +131.3% | +92.3% |
| All | +491.9% | +131.7% | +360.2% | +352.4% |
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