-14.0%
PLTD vs WCN
+16.1%
-30.2%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.6% |
| 7D | +4.2% | +1.2% | +3.1% | +4.0% |
| 30D | +20.8% | +24.6% | -3.7% | +16.0% |
| 3M | -2.6% | +14.2% | -16.8% | -5.5% |
| 6M | -33.1% | +25.7% | -58.8% | -35.9% |
| YTD | -20.0% | +9.3% | -29.3% | -24.7% |
| All | -14.0% | +16.1% | -30.2% | -20.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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