-76.1%
PLTD vs WST
+25.3%
-101.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.9% | -5.1% | -3.0% |
| 7D | +13.7% | -3.1% | +16.9% | +13.5% |
| 30D | +18.4% | +9.1% | +9.3% | +19.3% |
| 3M | -7.5% | +14.7% | -22.2% | -6.4% |
| 6M | -31.3% | +28.0% | -59.3% | -29.8% |
| YTD | -15.4% | +45.6% | -61.0% | -12.4% |
| 1Y | -18.4% | +45.7% | -64.1% | -15.4% |
| All | -76.1% | +25.3% | -101.4% | -73.6% |
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 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