+40.1%
WAB vs PLTD
-77.2%
+117.3%
-23.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.4% |
| 7D | +0.2% | -0.9% | +1.2% | +0.2% |
| 30D | -4.6% | +1.3% | -5.9% | -4.4% |
| 3M | +5.6% | -32.9% | +38.5% | +3.1% |
| 6M | +13.8% | -24.9% | +38.7% | +13.1% |
| YTD | +31.9% | -18.2% | +50.1% | +33.3% |
| 1Y | +48.3% | -28.7% | +77.0% | +47.5% |
| All | +40.1% | -77.2% | +117.3% | +16.0% |
Cumulative growth
Daily Returns
Daily percentage return beside PLTD.
Daily Out/Under-Performance
Portfolio return minus PLTD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PLTD 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 PLTD 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