-77.4%
PLTD vs WCN
+4.0%
-81.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +0.5% | -6.0% | -5.5% |
| 7D | +4.2% | +1.2% | +3.1% | +4.2% |
| 30D | +20.8% | +24.6% | -3.7% | +21.2% |
| 3M | -2.6% | +14.2% | -16.8% | -2.9% |
| 6M | -33.1% | +25.7% | -58.8% | -32.7% |
| YTD | -20.0% | +9.3% | -29.3% | -22.6% |
| 1Y | -21.6% | +15.3% | -37.0% | -22.8% |
| All | -77.4% | +4.0% | -81.4% | -78.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling