+48.9%
WPM vs PLTU
-24.4%
+73.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.8% | +0.5% |
| 7D | +7.0% | -11.6% | +18.6% | +8.0% |
| 30D | +15.7% | -4.6% | +20.4% | +15.8% |
| 3M | +35.2% | +33.7% | +1.5% | +29.1% |
| 6M | +6.1% | -9.4% | +15.5% | +4.0% |
| YTD | +32.6% | -34.7% | +67.3% | +30.5% |
| All | +48.9% | -24.4% | +73.3% | +45.6% |
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 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