-76.6%
PLTD vs WTW
+4.2%
-80.7%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | +4.2% | -5.7% | +10.0% | +3.0% |
| 30D | +0.7% | -7.3% | +8.0% | -0.7% |
| 3M | -32.4% | +21.5% | -53.8% | -29.1% |
| 6M | -26.2% | +9.6% | -35.8% | -23.6% |
| YTD | -17.0% | -3.3% | -13.7% | -15.2% |
| 1Y | -26.7% | -6.1% | -20.5% | -26.2% |
| All | -76.6% | +4.2% | -80.7% | -72.5% |
Cumulative growth
Daily Returns
Daily percentage return beside WTW.
Daily Out/Under-Performance
Portfolio return minus WTW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WTW 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 10y: compounded portfolio wealth divided by compounded WTW 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…
10y analysis · Full analysis span regression · 6 months rolling