+807.8%
WDC vs PLTU
+142.1%
+665.7%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -4.7% | +6.8% | +2.7% |
| 7D | +6.0% | -11.6% | +17.6% | +7.2% |
| 30D | +9.9% | -4.6% | +14.6% | +9.8% |
| 3M | -9.4% | +33.7% | -43.1% | -15.8% |
| 6M | +94.7% | -9.4% | +104.1% | +87.8% |
| YTD | +177.4% | -34.7% | +212.1% | +177.7% |
| 1Y | +412.6% | -23.2% | +435.8% | +396.1% |
| All | +807.8% | +142.1% | +665.7% | +587.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling