-77.4%
PLTD vs WCC
+63.9%
-141.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.1% | +0.2% |
| 7D | +2.8% | -9.9% | +12.7% | -0.5% |
| 30D | +21.1% | -13.4% | +34.5% | +16.1% |
| 3M | -0.7% | -13.5% | +12.8% | -4.4% |
| 6M | -33.0% | -10.6% | -22.3% | -34.4% |
| YTD | -19.9% | +30.1% | -50.0% | +1.1% |
| 1Y | -13.9% | +22.3% | -36.2% | +4.7% |
| All | -77.4% | +63.9% | -141.3% | -58.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling