+26.1%
WFC vs PLTD
-77.7%
+103.9%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.5% | +7.3% | +1.2% |
| 7D | +0.1% | +4.2% | -4.1% | +0.7% |
| 30D | +2.9% | +20.8% | -17.9% | +5.5% |
| 3M | -1.4% | -2.6% | +1.1% | -1.5% |
| 6M | +14.3% | -33.1% | +47.4% | +9.9% |
| YTD | -6.2% | -20.0% | +13.8% | -6.1% |
| 1Y | +1.6% | -21.6% | +23.2% | +1.6% |
| All | +26.1% | -77.7% | +103.9% | +1.4% |
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