+776.7%
WDC vs PLTU
+129.7%
+647.0%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.4% | -0.1% | -3.9% |
| 7D | +4.4% | -17.7% | +22.1% | +6.8% |
| 30D | +5.3% | -12.5% | +17.8% | +6.3% |
| 3M | -5.9% | +39.5% | -45.4% | -13.2% |
| 6M | +73.2% | -7.0% | +80.2% | +66.0% |
| YTD | +167.8% | -38.1% | +205.9% | +170.0% |
| 1Y | +386.0% | -36.0% | +422.0% | +382.9% |
| All | +776.7% | +129.7% | +647.0% | +568.3% |
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