-77.5%
PLTD vs WU
-20.5%
-57.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | -1.0% | +5.6% | +4.3% |
| 7D | +5.9% | -0.8% | +6.8% | +5.6% |
| 30D | -11.6% | -1.1% | -10.5% | -11.9% |
| 3M | -29.9% | -3.9% | -26.1% | -27.6% |
| 6M | -28.5% | -20.7% | -7.9% | -29.5% |
| YTD | -20.4% | -18.4% | -2.0% | -20.7% |
| 1Y | -33.3% | -8.1% | -25.2% | -30.6% |
| All | -77.5% | -20.5% | -57.0% | -76.9% |
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 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