-75.3%
PLTD vs WWD
+72.7%
-148.0%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | -6.0% | +15.5% | +6.7% |
| 7D | +25.1% | -2.6% | +27.6% | +23.9% |
| 30D | +21.0% | -7.7% | +28.8% | +17.3% |
| 3M | -2.9% | -17.7% | +14.8% | -10.6% |
| 6M | -27.8% | -15.9% | -11.9% | -32.0% |
| YTD | -12.6% | +1.8% | -14.4% | -3.4% |
| 1Y | -9.8% | +17.4% | -27.3% | +12.0% |
| All | -75.3% | +72.7% | -148.0% | -47.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling