-77.4%
PLTD vs WU
-21.4%
-56.1%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | -0.3% | -5.2% | -5.6% |
| 7D | +4.2% | +9.1% | -4.8% | +6.9% |
| 30D | +20.8% | +12.1% | +8.8% | +25.1% |
| 3M | -2.6% | +0.3% | -2.9% | -2.8% |
| 6M | -33.1% | -19.1% | -13.9% | -34.3% |
| YTD | -20.0% | -19.2% | -0.8% | -21.1% |
| 1Y | -21.6% | -15.3% | -6.4% | -21.3% |
| All | -77.4% | -21.4% | -56.1% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling