+15.6%
WM vs PLTU
+90.0%
-74.4%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -19.6% | +20.8% | +1.0% |
| 7D | +4.5% | -39.1% | +43.6% | +4.2% |
| 30D | +16.1% | -37.6% | +53.6% | +15.8% |
| 3M | +8.0% | -12.7% | +20.8% | +7.9% |
| 6M | +8.4% | +1.7% | +6.7% | +8.3% |
| YTD | +11.2% | -48.8% | +60.0% | +11.2% |
| 1Y | +22.3% | -56.2% | +78.5% | +22.4% |
| All | +15.6% | +90.0% | -74.4% | +10.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling