-16.5%
PLTD vs WST
+47.3%
-63.8%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.4% | +1.9% | +2.4% |
| 7D | +14.4% | +1.3% | +13.2% | +14.6% |
| 30D | +8.6% | +8.5% | +0.2% | +9.8% |
| 3M | -9.2% | +17.2% | -26.4% | -7.2% |
| 6M | -29.5% | +36.3% | -65.8% | -26.5% |
| YTD | -20.2% | +48.9% | -69.1% | -17.0% |
| 1Y | -16.5% | +42.9% | -59.4% | -15.6% |
| All | -16.5% | +47.3% | -63.8% | -15.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WST.
Daily Out/Under-Performance
Portfolio return minus WST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WST 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 1y: compounded portfolio wealth divided by compounded WST 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…
1y analysis · Full analysis span regression · 6 months rolling