-76.1%
PLTD vs WU
-21.1%
-55.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.0% | -1.2% | -3.8% |
| 7D | +13.7% | +11.7% | +2.1% | +17.5% |
| 30D | +18.4% | +12.6% | +5.8% | +22.8% |
| 3M | -7.5% | -0.5% | -7.0% | -8.1% |
| 6M | -31.3% | -18.2% | -13.1% | -32.3% |
| YTD | -15.4% | -19.0% | +3.6% | -16.4% |
| 1Y | -18.4% | -16.7% | -1.7% | -18.5% |
| All | -76.1% | -21.1% | -55.0% | -75.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling