-28.5%
WY vs PLTU
+121.9%
-150.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.2% | +5.9% | +1.7% |
| 7D | -0.8% | +9.0% | -9.9% | -0.9% |
| 30D | +10.1% | -33.0% | +43.1% | +10.3% |
| 3M | -15.4% | -19.0% | +3.6% | -15.4% |
| 6M | -8.3% | +30.4% | -38.7% | -9.1% |
| YTD | -9.8% | -40.2% | +30.4% | -9.7% |
| 1Y | -3.9% | -37.8% | +33.9% | -3.9% |
| All | -28.5% | +121.9% | -150.4% | -34.2% |
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