+45.2%
WAB vs PLTD
-18.5%
+63.7%
-10.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.8% |
| 7D | +4.0% | +2.8% | +1.2% | +3.9% |
| 30D | +6.3% | +21.1% | -14.7% | +5.8% |
| 3M | +3.3% | -0.7% | +4.0% | +3.4% |
| 6M | +14.5% | -33.0% | +47.4% | +16.3% |
| YTD | +42.7% | -19.9% | +62.6% | +48.3% |
| 1Y | +45.2% | -13.9% | +59.1% | +54.3% |
| All | +45.2% | -18.5% | +63.7% | +54.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling