-77.0%
PLTD vs NWSA
+4.0%
-81.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NWSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.9% | +4.2% | +1.2% |
| 7D | +4.5% | -2.6% | +7.2% | +3.0% |
| 30D | -0.7% | +4.6% | -5.3% | +2.1% |
| 3M | -31.0% | +10.2% | -41.2% | -25.6% |
| 6M | -24.8% | +21.6% | -46.5% | -13.4% |
| YTD | -18.6% | +14.6% | -33.2% | -10.0% |
| 1Y | -31.8% | +0.4% | -32.2% | -33.9% |
| All | -77.0% | +4.0% | -81.0% | -72.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling