+146.8%
WPM vs PLTU
+140.2%
+6.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.1% |
| 7D | +3.9% | -0.8% | +4.6% | +3.9% |
| 30D | +17.7% | -8.8% | +26.5% | +18.1% |
| 3M | +39.4% | +41.7% | -2.2% | +34.2% |
| 6M | +6.4% | -9.3% | +15.7% | +4.4% |
| YTD | +34.0% | -35.2% | +69.2% | +32.6% |
| 1Y | +50.5% | -29.5% | +80.0% | +47.5% |
| All | +146.8% | +140.2% | +6.6% | +118.1% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling