+21.8%
WM vs PLTU
-47.3%
+69.1%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.6% |
| 7D | +1.2% | +21.9% | -20.7% | +1.6% |
| 30D | +15.2% | -35.3% | +50.5% | +14.6% |
| 3M | +8.3% | -7.7% | +16.0% | +8.3% |
| 6M | +13.1% | +24.2% | -11.1% | +13.7% |
| YTD | +12.5% | -37.5% | +50.1% | +11.3% |
| 1Y | +21.8% | -43.6% | +65.3% | +20.2% |
| All | +21.8% | -47.3% | +69.1% | +20.2% |
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