-76.9%
PLTD vs WTW
+3.5%
-80.5%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -3.6% | +3.9% | -0.4% |
| 7D | -0.9% | -7.1% | +6.2% | -2.3% |
| 30D | +1.3% | -8.5% | +9.9% | -0.4% |
| 3M | -32.9% | +20.6% | -53.4% | -29.8% |
| 6M | -24.9% | +7.2% | -32.1% | -22.6% |
| YTD | -18.2% | -3.9% | -14.4% | -16.6% |
| 1Y | -28.7% | -3.6% | -25.1% | -27.5% |
| All | -76.9% | +3.5% | -80.5% | -72.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling