+7.4%
WST vs PLTU
+154.0%
-146.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -9.0% | +8.2% | -0.6% |
| 7D | +0.7% | -13.6% | +14.3% | +1.0% |
| 30D | -3.1% | +16.7% | -19.8% | -3.6% |
| 3M | +7.2% | +29.6% | -22.4% | +6.0% |
| 6M | +36.8% | -0.1% | +36.9% | +35.5% |
| YTD | +23.8% | -31.5% | +55.4% | +23.6% |
| 1Y | +37.8% | -19.7% | +57.5% | +36.2% |
| All | +7.4% | +154.0% | -146.6% | -0.8% |
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