+15.6%
WM vs PLTD
-75.6%
+91.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | PLTD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +9.5% | -8.3% | +1.1% |
| 7D | +4.5% | +25.1% | -20.6% | +4.2% |
| 30D | +16.1% | +21.0% | -5.0% | +15.8% |
| 3M | +8.0% | -2.9% | +11.0% | +7.9% |
| 6M | +8.4% | -27.8% | +36.2% | +8.3% |
| YTD | +11.2% | -12.6% | +23.8% | +11.2% |
| 1Y | +22.3% | -9.8% | +32.2% | +22.4% |
| All | +15.6% | -75.6% | +91.3% | +10.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling