-77.3%
PLTD vs WU
-22.7%
-54.5%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.4% | +0.8% | +2.5% |
| 7D | -4.8% | -2.0% | -2.7% | -5.3% |
| 30D | +16.9% | +11.4% | +5.4% | +20.8% |
| 3M | +2.6% | -6.8% | +9.4% | -0.4% |
| 6M | -36.2% | -14.6% | -21.6% | -36.5% |
| YTD | -19.4% | -20.6% | +1.2% | -20.8% |
| 1Y | -22.5% | -15.4% | -7.2% | -22.1% |
| All | -77.3% | -22.7% | -54.5% | -77.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling