-16.5%
PLTD vs WU
-18.0%
+1.5%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +5.4% | -3.1% | +4.0% |
| 7D | +14.4% | +8.2% | +6.2% | +17.2% |
| 30D | +8.6% | +8.0% | +0.6% | +11.3% |
| 3M | -9.2% | -6.6% | -2.6% | -11.6% |
| 6M | -29.5% | -23.3% | -6.3% | -28.4% |
| YTD | -20.2% | -22.4% | +2.2% | -18.5% |
| 1Y | -16.5% | -18.0% | +1.5% | -14.9% |
| All | -16.5% | -18.0% | +1.5% | -14.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 1y: compounded portfolio wealth divided by compounded WU 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…
1y analysis · Full analysis span regression · 6 months rolling