+27.0%
WFC vs PLTD
-77.5%
+104.5%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | +0.6% |
| 7D | +2.5% | -4.8% | +7.3% | +1.9% |
| 30D | +7.0% | +16.9% | -9.9% | +9.2% |
| 3M | -1.8% | +2.6% | -4.4% | -1.2% |
| 6M | +18.4% | -36.2% | +54.6% | +12.8% |
| YTD | -5.6% | -19.4% | +13.8% | -5.4% |
| 1Y | +3.9% | -22.5% | +26.4% | +3.5% |
| All | +27.0% | -77.5% | +104.5% | +2.2% |
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