-76.4%
PLTD vs WSM
+21.1%
-97.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.7% | +3.9% | +1.5% |
| 7D | +9.9% | +0.4% | +9.5% | +10.1% |
| 30D | +3.8% | -10.7% | +14.5% | -1.0% |
| 3M | -32.3% | +8.5% | -40.8% | -29.4% |
| 6M | -25.9% | +19.6% | -45.5% | -19.0% |
| YTD | -16.4% | +26.6% | -43.0% | -5.3% |
| 1Y | -25.2% | +12.0% | -37.1% | -20.5% |
| All | -76.4% | +21.1% | -97.5% | -72.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WSM.
Daily Out/Under-Performance
Portfolio return minus WSM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WSM 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded WSM 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling