+30.0%
WEC vs PLTU
+126.1%
-96.1%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +11.1% | -10.0% | +1.3% |
| 7D | +0.2% | -11.7% | +11.9% | +0.1% |
| 30D | +12.9% | -36.9% | +49.9% | +12.2% |
| 3M | +9.8% | -10.9% | +20.7% | +9.7% |
| 6M | +6.7% | +18.0% | -11.3% | +7.5% |
| YTD | +14.0% | -39.0% | +53.0% | +14.2% |
| 1Y | +7.3% | -41.5% | +48.8% | +7.6% |
| All | +30.0% | +126.1% | -96.1% | +31.1% |
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