+871.6%
WDC vs PLTD
-77.2%
+948.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.4% | +0.7% | +1.1% |
| 7D | +7.5% | -0.9% | +8.4% | +7.2% |
| 30D | +10.1% | +1.3% | +8.7% | +10.5% |
| 3M | -6.8% | -32.9% | +26.1% | -14.1% |
| 6M | +84.1% | -24.9% | +109.0% | +77.9% |
| YTD | +180.3% | -18.2% | +198.5% | +181.8% |
| 1Y | +411.1% | -28.7% | +439.8% | +405.3% |
| All | +871.6% | -77.2% | +948.9% | +647.6% |
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