-77.0%
PLTD vs WSM
+23.3%
-100.3%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.2% | +2.1% | +2.4% |
| 7D | +4.5% | +2.6% | +2.0% | +5.7% |
| 30D | -0.7% | -9.5% | +8.8% | -4.8% |
| 3M | -31.0% | +12.9% | -43.9% | -26.9% |
| 6M | -24.8% | +23.0% | -47.9% | -16.9% |
| YTD | -18.6% | +28.9% | -47.5% | -7.0% |
| 1Y | -31.8% | +13.7% | -45.5% | -27.2% |
| All | -77.0% | +23.3% | -100.3% | -73.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling