-69.0%
PLTD vs WETO
-99.4%
+30.4%
-74.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WETO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.4% | +4.7% | -0.7% |
| 7D | +4.2% | -4.3% | +8.6% | +4.3% |
| 30D | +0.7% | -39.9% | +40.6% | +0.7% |
| 3M | -32.4% | -97.9% | +65.5% | -35.9% |
| 6M | -26.2% | -95.0% | +68.8% | -26.2% |
| YTD | -17.0% | -97.2% | +80.1% | -18.9% |
| 1Y | -26.7% | -98.9% | +72.2% | -30.5% |
| All | -69.0% | -99.4% | +30.4% | -70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WETO.
Daily Out/Under-Performance
Portfolio return minus WETO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WETO 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 5y: compounded portfolio wealth divided by compounded WETO 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…
5y analysis · Full analysis span regression · 6 months rolling