+66.3%
WDC vs PLTD
-18.5%
+84.8%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.2% |
| 7D | -16.7% | +2.8% | -19.5% | -15.7% |
| 30D | -27.2% | +21.1% | -48.3% | -23.8% |
| 3M | -34.0% | -0.7% | -33.3% | -32.8% |
| 6M | -39.7% | -33.0% | -6.8% | -41.1% |
| YTD | +68.1% | -19.9% | +87.9% | +90.7% |
| 1Y | +66.3% | -13.9% | +80.2% | +108.6% |
| All | +66.3% | -18.5% | +84.8% | +108.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling