+144.2%
WPM vs PLTU
+142.1%
+2.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.7% | +4.8% | +0.4% |
| 7D | +7.0% | -11.6% | +18.6% | +7.7% |
| 30D | +15.7% | -4.6% | +20.4% | +15.8% |
| 3M | +35.2% | +33.7% | +1.5% | +30.6% |
| 6M | +6.1% | -9.4% | +15.5% | +4.1% |
| YTD | +32.6% | -34.7% | +67.3% | +31.1% |
| 1Y | +46.9% | -23.2% | +70.1% | +43.4% |
| All | +144.2% | +142.1% | +2.1% | +115.7% |
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