+13.4%
WMT vs PLTU
+129.7%
-116.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.4% | +4.3% | 0.0% |
| 7D | -2.5% | -17.7% | +15.2% | -2.1% |
| 30D | -6.4% | -12.5% | +6.1% | -6.2% |
| 3M | -12.1% | +39.5% | -51.6% | -13.3% |
| 6M | -15.0% | -7.0% | -8.0% | -15.6% |
| YTD | -4.5% | -38.1% | +33.6% | -3.9% |
| 1Y | +6.2% | -36.0% | +42.2% | +5.5% |
| All | +13.4% | +129.7% | -116.3% | +0.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling