-77.5%
PLTD vs WTW
+10.5%
-88.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WTW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -2.1% | +6.8% | +4.2% |
| 7D | +5.9% | -2.6% | +8.6% | +5.4% |
| 30D | -11.6% | -1.0% | -10.6% | -11.7% |
| 3M | -29.9% | +29.9% | -59.9% | -25.6% |
| 6M | -28.5% | +10.7% | -39.2% | -25.9% |
| YTD | -20.4% | +2.6% | -23.0% | -17.7% |
| 1Y | -33.3% | +2.8% | -36.0% | -31.2% |
| All | -77.5% | +10.5% | -88.0% | -73.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling