+527.0%
WDC vs PLTD
-78.0%
+605.0%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.4% | -1.1% | -0.6% |
| 7D | +16.3% | -9.8% | +26.0% | +13.2% |
| 30D | -18.3% | +18.9% | -37.2% | -13.3% |
| 3M | -31.4% | -4.2% | -27.2% | -30.9% |
| 6M | -36.3% | -34.8% | -1.5% | -40.5% |
| YTD | +80.8% | -21.1% | +102.0% | +83.6% |
| 1Y | +87.7% | -19.3% | +107.0% | +94.0% |
| All | +527.0% | -78.0% | +605.0% | +387.2% |
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