+37.4%
WMT vs PLTU
+121.9%
-84.6%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.2% | +5.7% | +1.6% |
| 7D | +2.0% | +9.0% | -7.0% | +1.9% |
| 30D | +10.3% | -33.0% | +43.3% | +11.0% |
| 3M | +11.0% | -19.0% | +29.9% | +11.0% |
| 6M | -2.3% | +30.4% | -32.7% | -4.1% |
| YTD | +15.7% | -40.2% | +55.9% | +16.1% |
| 1Y | +26.0% | -37.8% | +63.8% | +25.9% |
| All | +37.4% | +121.9% | -84.6% | +21.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling