-77.0%
PLTD vs WWD
+90.9%
-168.0%
-80.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -2.0% | +4.3% | +1.4% |
| 7D | +4.5% | +0.8% | +3.7% | +5.0% |
| 30D | -0.7% | -6.4% | +5.7% | -3.6% |
| 3M | -31.0% | -5.6% | -25.4% | -31.7% |
| 6M | -24.8% | -9.1% | -15.7% | -26.7% |
| YTD | -18.6% | +12.5% | -31.1% | -6.3% |
| 1Y | -31.8% | +41.3% | -73.1% | -4.5% |
| All | -77.0% | +90.9% | -168.0% | -49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside WWD.
Daily Out/Under-Performance
Portfolio return minus WWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WWD 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 WWD 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