-14.0%
PLTD vs WWD
+25.3%
-39.3%
-55.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.5% | +4.9% | -10.4% | -4.3% |
| 7D | +4.2% | +4.2% | +0.1% | +5.6% |
| 30D | +20.8% | -0.8% | +21.6% | +21.3% |
| 3M | -2.6% | -8.2% | +5.6% | -3.3% |
| 6M | -33.1% | -9.8% | -23.2% | -33.3% |
| YTD | -20.0% | +10.4% | -30.4% | -12.2% |
| All | -14.0% | +25.3% | -39.3% | -3.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling