-77.4%
PLTD vs WWD
+88.0%
-165.4%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.4% |
| 7D | +2.8% | +0.4% | +2.4% | +3.6% |
| 30D | +21.1% | -0.4% | +21.5% | +21.9% |
| 3M | -0.7% | -6.1% | +5.4% | -2.4% |
| 6M | -33.0% | -9.5% | -23.4% | -34.5% |
| YTD | -19.9% | +10.8% | -30.7% | -7.6% |
| 1Y | -13.9% | +23.5% | -37.4% | +8.2% |
| All | -77.4% | +88.0% | -165.4% | -49.9% |
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