-31.8%
PLTD vs WCC
+64.4%
-96.2%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +2.5% | -0.2% | +2.6% |
| 7D | +4.5% | +8.5% | -3.9% | +5.6% |
| 30D | -0.7% | -1.0% | +0.2% | -0.7% |
| 3M | -31.0% | +2.1% | -33.2% | -30.9% |
| 6M | -24.8% | +36.8% | -61.7% | -17.5% |
| YTD | -18.6% | +47.7% | -66.3% | -7.2% |
| 1Y | -31.8% | +66.5% | -98.3% | -22.5% |
| All | -31.8% | +64.4% | -96.2% | -22.5% |
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