+144.0%
WPM vs PLTU
+154.0%
-10.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -9.0% | +8.0% | -0.5% |
| 7D | +1.1% | -13.6% | +14.7% | +1.9% |
| 30D | +26.4% | +16.7% | +9.7% | +24.7% |
| 3M | +20.8% | +29.6% | -8.7% | +17.0% |
| 6M | +1.1% | -0.1% | +1.2% | -1.4% |
| YTD | +32.5% | -31.5% | +64.0% | +30.6% |
| 1Y | +51.5% | -19.7% | +71.3% | +47.5% |
| All | +144.0% | +154.0% | -10.0% | +114.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling