+19.5%
WAT vs PLTD
-76.4%
+95.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.2% | +4.2% | +0.8% |
| 7D | -1.1% | +13.7% | -14.9% | -0.1% |
| 30D | +5.0% | +18.4% | -13.5% | +6.4% |
| 3M | +14.5% | -7.5% | +22.0% | +14.3% |
| 6M | +30.9% | -31.3% | +62.2% | +29.2% |
| YTD | +20.5% | -15.4% | +35.9% | +20.8% |
| 1Y | +23.3% | -18.4% | +41.7% | +23.5% |
| All | +19.5% | -76.4% | +95.9% | +7.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling