+29.6%
WEC vs PLTD
-77.7%
+107.4%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.5% | +6.6% | +1.3% |
| 7D | +0.2% | +4.2% | -4.0% | +0.1% |
| 30D | +12.9% | +20.8% | -7.9% | +12.2% |
| 3M | +9.8% | -2.6% | +12.4% | +9.7% |
| 6M | +6.7% | -33.1% | +39.8% | +7.4% |
| YTD | +14.0% | -20.0% | +34.0% | +14.1% |
| 1Y | +7.3% | -21.6% | +29.0% | +7.5% |
| All | +29.6% | -77.7% | +107.4% | +30.6% |
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