+22.9%
WAT vs PLTD
-78.1%
+101.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.9% | +1.0% | -1.1% |
| 7D | +0.7% | -1.6% | +2.3% | +0.7% |
| 30D | +9.0% | +18.5% | -9.5% | +10.4% |
| 3M | +13.5% | -2.4% | +15.9% | +13.6% |
| 6M | +35.3% | -34.6% | +69.9% | +32.9% |
| YTD | +24.0% | -21.4% | +45.4% | +23.7% |
| 1Y | +22.0% | -16.8% | +38.7% | +22.3% |
| All | +22.9% | -78.1% | +101.0% | +9.8% |
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