-76.4%
PLTD vs GWRE
-18.0%
-58.4%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GWRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.5% | +3.8% | +1.6% |
| 7D | +9.9% | -30.9% | +40.8% | -6.2% |
| 30D | +3.8% | -20.7% | +24.5% | -4.5% |
| 3M | -32.3% | +20.2% | -52.5% | -22.6% |
| 6M | -25.9% | -11.9% | -14.0% | -23.1% |
| YTD | -16.4% | -30.3% | +13.9% | -22.1% |
| 1Y | -25.2% | -44.6% | +19.5% | -36.9% |
| All | -76.4% | -18.0% | -58.4% | -70.7% |
Cumulative growth
Daily Returns
Daily percentage return beside GWRE.
Daily Out/Under-Performance
Portfolio return minus GWRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GWRE 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 GWRE 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