-22.7%
WU vs PLTU
+142.1%
-164.9%
-35.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.7% | +2.2% | -2.3% |
| 7D | -0.8% | -11.6% | +10.7% | -0.4% |
| 30D | -1.1% | -4.6% | +3.5% | -1.1% |
| 3M | -1.8% | +33.7% | -35.5% | -4.7% |
| 6M | -23.9% | -9.4% | -14.5% | -25.6% |
| YTD | -20.4% | -34.7% | +14.3% | -21.5% |
| 1Y | -10.6% | -23.2% | +12.7% | -13.0% |
| All | -22.7% | +142.1% | -164.9% | -29.8% |
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