-33.3%
PLTD vs WCC
+61.8%
-95.0%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +3.9% | +0.8% | +5.1% |
| 7D | +5.9% | +4.5% | +1.5% | +6.5% |
| 30D | -11.6% | -5.8% | -5.8% | -12.1% |
| 3M | -29.9% | -3.7% | -26.3% | -30.3% |
| 6M | -28.5% | +23.1% | -51.6% | -23.6% |
| YTD | -20.4% | +44.2% | -64.6% | -9.7% |
| 1Y | -33.3% | +62.1% | -95.4% | -24.5% |
| All | -33.3% | +61.8% | -95.0% | -24.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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