-77.5%
PLTD vs WSM
+23.1%
-100.6%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WSM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +2.1% | +2.6% | +5.6% |
| 7D | +5.9% | -3.3% | +9.2% | +4.5% |
| 30D | -11.6% | -8.4% | -3.2% | -14.7% |
| 3M | -29.9% | +9.7% | -39.6% | -26.6% |
| 6M | -28.5% | +16.7% | -45.2% | -23.0% |
| YTD | -20.4% | +28.7% | -49.1% | -9.2% |
| 1Y | -33.3% | +13.7% | -46.9% | -28.7% |
| All | -77.5% | +23.1% | -100.6% | -73.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling