-28.5%
WDAY vs PLTD
-77.5%
+49.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.2% | +0.9% | +3.6% |
| 7D | +1.8% | -4.8% | +6.6% | +0.7% |
| 30D | +4.1% | +16.9% | -12.8% | +8.4% |
| 3M | -4.8% | +2.6% | -7.5% | -3.6% |
| 6M | +68.6% | -36.2% | +104.9% | +58.3% |
| YTD | -8.5% | -19.4% | +10.9% | -9.3% |
| 1Y | -12.1% | -22.5% | +10.4% | -13.2% |
| All | -28.5% | -77.5% | +49.0% | -41.9% |
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