-77.0%
PLTD vs WCC
+86.2%
-163.2%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +3.4% |
| 7D | +4.5% | +8.5% | -3.9% | +8.2% |
| 30D | -0.7% | -1.0% | +0.2% | -0.9% |
| 3M | -31.0% | +2.1% | -33.2% | -30.1% |
| 6M | -24.8% | +36.8% | -61.7% | -8.4% |
| YTD | -18.6% | +47.7% | -66.3% | +6.2% |
| 1Y | -31.8% | +66.5% | -98.3% | -1.1% |
| All | -77.0% | +86.2% | -163.2% | -55.8% |
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