+8.4%
WEC vs PLTU
-47.3%
+55.7%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | -0.7% | +21.9% | -22.6% | -0.2% |
| 30D | +11.0% | -35.3% | +46.2% | +10.0% |
| 3M | +8.6% | -7.7% | +16.3% | +8.6% |
| 6M | +6.2% | +24.2% | -18.1% | +7.2% |
| YTD | +14.3% | -37.5% | +51.8% | +13.5% |
| 1Y | +8.4% | -43.6% | +51.9% | +7.3% |
| All | +8.4% | -47.3% | +55.7% | +7.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling