-33.3%
PLTD vs NWSA
+5.5%
-38.8%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.8% | +6.5% | +4.2% |
| 7D | +5.9% | -1.9% | +7.8% | +5.5% |
| 30D | -11.6% | +4.6% | -16.2% | -10.6% |
| 3M | -29.9% | +13.2% | -43.2% | -26.7% |
| 6M | -28.5% | +27.0% | -55.5% | -24.2% |
| YTD | -20.4% | +16.8% | -37.2% | -14.8% |
| 1Y | -33.3% | +4.5% | -37.8% | -25.9% |
| All | -33.3% | +5.5% | -38.8% | -25.9% |
Cumulative growth
Daily Returns
Daily percentage return beside NWSA.
Daily Out/Under-Performance
Portfolio return minus NWSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NWSA 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 NWSA 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