-15.4%
WU vs PLTU
-44.3%
+28.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -4.2% | +5.6% | +1.6% |
| 7D | -2.0% | +9.0% | -11.1% | -2.6% |
| 30D | +11.4% | -33.0% | +44.4% | +13.9% |
| 3M | -6.8% | -19.0% | +12.2% | -6.6% |
| 6M | -14.6% | +30.4% | -45.0% | -19.6% |
| YTD | -20.6% | -40.2% | +19.5% | -22.2% |
| 1Y | -15.4% | -37.8% | +22.4% | -19.1% |
| All | -15.4% | -44.3% | +28.9% | -19.1% |
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 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