-77.3%
PLTD vs WCC
+66.6%
-143.8%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.8% | +1.4% |
| 7D | -4.8% | +9.9% | -14.7% | -0.5% |
| 30D | +16.9% | -8.4% | +25.3% | +14.6% |
| 3M | +2.6% | -10.3% | +13.0% | +0.4% |
| 6M | -36.2% | -10.5% | -25.8% | -37.7% |
| YTD | -19.4% | +32.2% | -51.6% | +2.4% |
| 1Y | -22.5% | +25.5% | -48.1% | -4.4% |
| All | -77.3% | +66.6% | -143.8% | -57.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling