+412.6%
WDC vs PLTD
-32.3%
+444.9%
-41.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.3% | -0.2% | +2.6% |
| 7D | +6.0% | +4.5% | +1.5% | +6.9% |
| 30D | +9.9% | -0.7% | +10.7% | +9.8% |
| 3M | -9.4% | -31.0% | +21.7% | -13.9% |
| 6M | +94.7% | -24.8% | +119.6% | +95.1% |
| YTD | +177.4% | -18.6% | +195.9% | +196.6% |
| 1Y | +412.6% | -31.8% | +444.4% | +461.6% |
| All | +412.6% | -32.3% | +444.9% | +461.6% |
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