-28.7%
PLTD vs NWSA
+2.0%
-30.7%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.7% | +0.3% |
| 7D | -0.9% | -3.1% | +2.1% | -1.7% |
| 30D | +1.3% | +4.3% | -2.9% | +2.4% |
| 3M | -32.9% | +9.2% | -42.1% | -30.2% |
| 6M | -24.9% | +21.6% | -46.5% | -20.7% |
| YTD | -18.2% | +14.2% | -32.5% | -12.9% |
| 1Y | -28.7% | +1.8% | -30.5% | -21.3% |
| All | -28.7% | +2.0% | -30.7% | -21.3% |
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