+451.2%
WDC vs PLTU
+126.1%
+325.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +11.1% | -1.3% | +8.3% |
| 7D | -14.4% | -11.7% | -2.7% | -12.8% |
| 30D | -27.1% | -36.9% | +9.9% | -22.5% |
| 3M | -33.3% | -10.9% | -22.3% | -32.6% |
| 6M | -39.6% | +18.0% | -57.6% | -43.3% |
| YTD | +68.4% | -39.0% | +107.4% | +70.7% |
| 1Y | +78.2% | -41.5% | +119.7% | +81.3% |
| All | +451.2% | +126.1% | +325.0% | +322.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling