-77.8%
PLTD vs WST
+29.5%
-107.3%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.8% | -1.7% |
| 7D | -1.6% | +1.1% | -2.6% | -1.4% |
| 30D | +18.5% | +12.4% | +6.1% | +19.7% |
| 3M | -2.4% | +17.6% | -20.0% | -1.0% |
| 6M | -34.6% | +28.3% | -62.8% | -33.1% |
| YTD | -21.4% | +50.5% | -71.9% | -18.4% |
| 1Y | -16.8% | +49.4% | -66.1% | -13.5% |
| All | -77.8% | +29.5% | -107.3% | -75.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling